Carson Wealth (CWM LLC)
IFV icon

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

Carson Wealth (CWM LLC)’s Portfolio IFV Stock Details IFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.74K Buy
+148
New +$3.89K ﹤0.01% 5123
2024
Q1 		– Sell
-191
Closed -$4K – 4506
2023
Q4 		$4K Sell
191
-158
-45% -$2.87K ﹤0.01% 3605
2023
Q3 		$6K Buy
349
+158
+83% +$2.88K ﹤0.01% 3370
2023
Q2 		$3K Hold
191
– – ﹤0.01% 3642
2023
Q1 		$3K Hold
191
– – ﹤0.01% 3515
2022
Q4 		$3K Hold
191
– – ﹤0.01% 3417
2022
Q3 		$3K Sell
191
-100
-34% -$1.78K ﹤0.01% 3308
2022
Q2 		$5K Hold
291
– – ﹤0.01% 2981
2022
Q1 		$6K Hold
291
– – ﹤0.01% 2753
2021
Q4 		$7K Buy
+291
New +$6.72K ﹤0.01% 2551
2021
Q2 		$7K Hold
291
– – ﹤0.01% 2250
2021
Q1 		$7K Hold
291
– – ﹤0.01% 2250
2020
Q4 		$7K Hold
291
– – ﹤0.01% 2250
2020
Q3 		$7K Hold
291
– – ﹤0.01% 2248
2020
Q2 		$7K Hold
291
– – ﹤0.01% 2248
2020
Q1 		$7K Hold
291
– – ﹤0.01% 2248
2019
Q4 		$7K Hold
291
– – ﹤0.01% 2248
2019
Q3 		$7K Hold
291
– – ﹤0.01% 2247
2019
Q2 		$7K Hold
291
– – ﹤0.01% 2247
2019
Q1 		$7K Buy
+291
New +$5.55K ﹤0.01% 2247

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2026: 148 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #5123 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in IFV as recently as Q4 2023.

Carson Wealth (CWM LLC) first reported a position in IFV in Q1 2019 and has held it in 20 quarters since. The position peaked at $7K in Q4 2021. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 148 shares of First Trust Dorsey Wright International Focus 5 ETF worth $3.74K as of Q1 2026.
  • First Trust Dorsey Wright International Focus 5 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5123 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2019 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Dorsey Wright International Focus 5 ETF position peaked at $7K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

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