Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
175,622
+7,003
+4% +$420K 0.03% 537
2025
Q4 		$10.1M Buy
168,619
+85,657
+103% +$5.14M 0.03% 528
2025
Q3 		$4.97M Sell
82,962
-49,124
-37% -$2.95M 0.01% 718
2025
Q2 		$7.91M Buy
132,086
+80,298
+155% +$4.81M 0.03% 451
2025
Q1 		$3.1M Sell
51,788
-4,365
-8% -$261K 0.01% 669
2024
Q4 		$3.36M Sell
56,153
-1,836
-3% -$110K 0.01% 581
2024
Q3 		$3.47M Sell
57,989
-3,130
-5% -$187K 0.01% 538
2024
Q2 		$3.64M Sell
61,119
-117
-0.2% -$6.99K 0.02% 491
2024
Q1 		$3.65M Sell
61,236
-13,549
-18% -$810K 0.02% 477
2023
Q4 		$4.46M Sell
74,785
-16,609
-18% -$990K 0.02% 415
2023
Q3 		$5.43M Sell
91,394
-165,703
-64% -$9.87M 0.03% 349
2023
Q2 		$15.3M Sell
257,097
-127,275
-33% -$7.59M 0.09% 182
2023
Q1 		$22.9M Sell
384,372
-41,365
-10% -$2.46M 0.15% 131
2022
Q4 		$25.3M Buy
425,737
+352,677
+483% +$21M 0.19% 115
2022
Q3 		$4.33M Sell
73,060
-264,078
-78% -$15.7M 0.03% 304
2022
Q2 		$20M Buy
337,138
+265,266
+369% +$15.8M 0.16% 122
2022
Q1 		$4.28M Buy
71,872
+1,942
+3% +$116K 0.03% 318
2021
Q4 		$4.18M Buy
+69,930
New +$4.19M 0.03% 317
2021
Q2 		$3.79M Hold
63,229
– – 0.03% 321
2021
Q1 		$3.79M Hold
63,229
– – 0.03% 321
2020
Q4 		$3.79M Hold
63,229
– – 0.03% 321
2020
Q3 		$3.79M Hold
63,229
– – 0.03% 321
2020
Q2 		$3.79M Hold
63,229
– – 0.03% 321
2020
Q1 		$3.79M Hold
63,229
– – 0.03% 321
2019
Q4 		$3.79M Hold
63,229
– – 0.03% 321
2019
Q3 		$3.79M Hold
63,229
– – 0.03% 321
2019
Q2 		$3.79M Hold
63,229
– – 0.03% 321
2019
Q1 		$3.79M Buy
63,229
+43,879
+227% +$2.63M 0.03% 321
2018
Q4 		$1.16M Sell
19,350
-875
-4% -$52.5K 0.03% 361
2018
Q3 		$1.21M Buy
20,225
+1,364
+7% +$81.9K 0.03% 304
2018
Q2 		$1.13M Buy
+18,861
New +$1.13M 0.04% 264

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 4.2% in Q1 2026, buying an estimated $420K and bringing the position to 175,622 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #537.

Carson Wealth (CWM LLC) first reported a position in FTSM in Q2 2018 and has held it in 31 quarters since. The position peaked at $25.3M in Q4 2022. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 175,622 shares of First Trust Enhanced Short Maturity ETF worth $10.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,003 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $420K.
  • First Trust Enhanced Short Maturity ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #537 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Enhanced Short Maturity ETF position peaked at $25.3M in Q4 2022.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

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