Carson Wealth (CWM LLC)
MDIV icon

Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MDIV Stock Details MDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2K Hold
2025
Q2 		$2K Hold
2025
Q1 		$2K Hold
2024
Q4 		$2K Buy
2017
Q4 		– Sell
2017
Q3 		$2K Sell
2017
Q2 		$61K Buy