Carson Wealth (CWM LLC)’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FVC Stock Details FVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.83K	Buy	+110	New	+$4.09K	﹤0.01%	5118
2018 Q4	–	Sell	-150	Closed	-$4K	–	2148
2018 Q3	$4K	Buy	+150	New	+$4.3K	﹤0.01%	1389

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sun Financial Midvale, Utah $200M AUM

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

Carson Wealth (CWM LLC) opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2026: 110 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #5118 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FVC as recently as Q3 2018.

Carson Wealth (CWM LLC) first reported a position in FVC in Q3 2018 and has held it in 2 quarters since. The position peaked at $4K in Q3 2018. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

Carson Wealth (CWM LLC) held 110 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $3.83K as of Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5118 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2018 and has held it in 2 quarters since.
Carson Wealth (CWM LLC)'s First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $4K in Q3 2018.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

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