Carson Wealth (CWM LLC)
FTQI icon

Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTQI Stock Details FTQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$666K Sell
33,431
-7,012
-17% -$144K ﹤0.01% 1812
2025
Q4 		$842K Sell
40,443
-149
-0.4% -$3.1K ﹤0.01% 1600
2025
Q3 		$836K Buy
40,592
+1,703
+4% +$34.2K ﹤0.01% 1508
2025
Q2 		$761K Sell
38,889
-2,220
-5% -$41.8K ﹤0.01% 1403
2025
Q1 		$775K Sell
41,109
-4,850
-11% -$98.8K ﹤0.01% 1281
2024
Q4 		$957K Sell
45,959
-852
-2% -$17.8K ﹤0.01% 1109
2024
Q3 		$959K Buy
46,811
+2,341
+5% +$47.2K ﹤0.01% 1059
2024
Q2 		$908K Buy
44,470
+8,409
+23% +$171K ﹤0.01% 945
2024
Q1 		$741K Buy
36,061
+13,337
+59% +$270K ﹤0.01% 982
2023
Q4 		$450K Buy
22,724
+12,618
+125% +$244K ﹤0.01% 1103
2023
Q3 		$191K Buy
10,106
+8,514
+535% +$166K ﹤0.01% 1331
2023
Q2 		$32K Buy
+1,592
New +$31K ﹤0.01% 2314

Other funds holding FTQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $212M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTQI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 17% in Q1 2026, selling an estimated $144K and leaving 33,431 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Carson Wealth (CWM LLC) first reported a position in FTQI in Q2 2023 and has held it in 12 quarters since. The position peaked at $959K in Q3 2024. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,431 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $666K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,012 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $144K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1812 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $959K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.