Carson Wealth (CWM LLC)
LDSF icon

Carson Wealth (CWM LLC)’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LDSF Stock Details LDSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146K Sell
7,715
-206
-3% -$3.94K ﹤0.01% 2978
2025
Q4 		$152K Buy
7,921
+2,641
+50% +$50.6K ﹤0.01% 2772
2025
Q3 		$101K Sell
5,280
-300
-5% -$5.72K ﹤0.01% 2979
2025
Q2 		$106K Sell
5,580
-41
-0.7% -$773 ﹤0.01% 2660
2025
Q1 		$106K Sell
5,621
-200
-3% -$3.77K ﹤0.01% 2381
2024
Q4 		$109K Buy
5,821
+3
+0.1% +$57 ﹤0.01% 2228
2024
Q3 		$111K Sell
5,818
-93
-2% -$1.76K ﹤0.01% 2141
2024
Q2 		$110K Sell
5,911
-389
-6% -$7.26K ﹤0.01% 1911
2024
Q1 		$118K Buy
6,300
+756
+14% +$14.2K ﹤0.01% 1781
2023
Q4 		$104K Buy
5,544
+7
+0.1% +$129 ﹤0.01% 1743
2023
Q3 		$102K Sell
5,537
-4,777
-46% -$88.2K ﹤0.01% 1617
2023
Q2 		$190K Sell
10,314
-34,937
-77% -$650K ﹤0.01% 1274
2023
Q1 		$843K Buy
45,251
+40,264
+807% +$749K 0.01% 708
2022
Q4 		$92K Hold
4,987
– – ﹤0.01% 1416
2022
Q3 		$92K Hold
4,987
– – ﹤0.01% 1375
2022
Q2 		$93K Hold
4,987
– – ﹤0.01% 1345
2022
Q1 		$97K Hold
4,987
– – ﹤0.01% 1337
2021
Q4 		$100K Buy
+4,987
New +$100K ﹤0.01% 1291

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 2.6% in Q1 2026, selling an estimated $3.94K and leaving 7,715 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Carson Wealth (CWM LLC) first reported a position in LDSF in Q4 2021 and has held it in 18 quarters since. The position peaked at $843K in Q1 2023. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,715 shares of First Trust Low Duration Strategic Focus ETF worth $146K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 206 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $3.94K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2978 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Low Duration Strategic Focus ETF position peaked at $843K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

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