Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1M Buy
483,115
+93,202
+24% +$4.67M 0.06% 287
2025
Q4 		$19.5M Buy
389,913
+46,801
+14% +$2.34M 0.05% 323
2025
Q3 		$17.1M Sell
343,112
-2,273
-0.7% -$113K 0.05% 316
2025
Q2 		$17M Sell
345,385
-37
-0% -$1.81K 0.06% 278
2025
Q1 		$17M Buy
345,422
+13,455
+4% +$657K 0.07% 247
2024
Q4 		$16.2M Buy
331,967
+222,923
+204% +$10.9M 0.07% 242
2024
Q3 		$5.39M Buy
109,044
+62,142
+132% +$3.04M 0.02% 426
2024
Q2 		$2.25M Buy
46,902
+24,367
+108% +$1.17M 0.01% 620
2024
Q1 		$1.09M Buy
22,535
+17,877
+384% +$862K 0.01% 815
2023
Q4 		$225K Buy
4,658
+679
+17% +$32.2K ﹤0.01% 1372
2023
Q3 		$188K Buy
3,979
+826
+26% +$39.3K ﹤0.01% 1339
2023
Q2 		$150K Sell
3,153
-2,539
-45% -$122K ﹤0.01% 1374
2023
Q1 		$272K Buy
5,692
+2,641
+87% +$126K ﹤0.01% 1087
2022
Q4 		$145K Sell
3,051
-529
-15% -$25K ﹤0.01% 1227
2022
Q3 		$170K Sell
3,580
-1,085
-23% -$52.3K ﹤0.01% 1117
2022
Q2 		$225K Buy
4,665
+833
+22% +$40.5K ﹤0.01% 1000
2022
Q1 		$188K Sell
3,832
-3,668
-49% -$182K ﹤0.01% 1060
2021
Q4 		$375K Buy
+7,500
New +$377K ﹤0.01% 807
2021
Q2 		$185K Hold
3,631
– – ﹤0.01% 930
2021
Q1 		$185K Hold
3,631
– – ﹤0.01% 930
2020
Q4 		$185K Hold
3,631
– – ﹤0.01% 930
2020
Q3 		$185K Hold
3,631
– – ﹤0.01% 930
2020
Q2 		$185K Hold
3,631
– – ﹤0.01% 930
2020
Q1 		$185K Hold
3,631
– – ﹤0.01% 930
2019
Q4 		$185K Hold
3,631
– – ﹤0.01% 930
2019
Q3 		$185K Hold
3,631
– – ﹤0.01% 930
2019
Q2 		$185K Hold
3,631
– – ﹤0.01% 930
2019
Q1 		$185K Sell
3,631
-169,368
-98% -$8.67M ﹤0.01% 930
2018
Q4 		$8.83M Buy
+172,999
New +$8.81M 0.22% 97

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q1 2026, buying an estimated $4.67M and bringing the position to 483,115 shares worth $24.1M. The position accounts for 0.06% of the portfolio, ranked #287.

Carson Wealth (CWM LLC) first reported a position in LMBS in Q4 2018 and has held it in 29 quarters since. 445 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 483,115 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $24.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 93,202 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $4.67M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #287 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 29 quarters since.
  • 445 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

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