Carson Wealth (CWM LLC)
LGOV icon

Carson Wealth (CWM LLC)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGOV Stock Details LGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6K Hold
679
– – ﹤0.01% 4608
2025
Q4 		$15K Hold
679
– – ﹤0.01% 4333
2025
Q3 		$15K Sell
679
-1,919
-74% -$41.2K ﹤0.01% 4272
2025
Q2 		$56K Buy
2,598
+1,254
+93% +$26.6K ﹤0.01% 3189
2025
Q1 		$29K Sell
1,344
-2,089
-61% -$44.1K ﹤0.01% 3415
2024
Q4 		$72K Sell
3,433
-3,506
-51% -$75.1K ﹤0.01% 2510
2024
Q3 		$155K Buy
+6,939
New +$153K ﹤0.01% 1899
2024
Q2 		– Sell
-2,303
Closed -$49K – 4770
2024
Q1 		$49K Buy
+2,303
New +$49.5K ﹤0.01% 2309

Other funds holding LGOV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q1 2026 at 679 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4608.

Carson Wealth (CWM LLC) first reported a position in LGOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $155K in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 679 shares of First Trust Long Duration Opportunities ETF worth $14.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Long Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4608 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Long Duration Opportunities ETF position peaked at $155K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

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