Carson Wealth (CWM LLC)
SDVY icon

Carson Wealth (CWM LLC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Buy
449,821
+1,349
+0.3% +$54.8K 0.05% 369
2025
Q4 		$17.2M Buy
448,472
+30,845
+7% +$1.17M 0.05% 366
2025
Q3 		$15.9M Buy
417,627
+59,834
+17% +$2.22M 0.05% 340
2025
Q2 		$12.6M Buy
357,793
+81,118
+29% +$2.72M 0.04% 336
2025
Q1 		$9.27M Buy
276,675
+225,830
+444% +$8.06M 0.04% 370
2024
Q4 		$1.82M Buy
50,845
+42,441
+505% +$1.59M 0.01% 820
2024
Q3 		$306K Buy
8,404
+5,336
+174% +$186K ﹤0.01% 1532
2024
Q2 		$102K Buy
3,068
+649
+27% +$21.9K ﹤0.01% 1966
2024
Q1 		$84K Sell
2,419
-832
-26% -$27.2K ﹤0.01% 1987
2023
Q4 		$107K Buy
+3,251
New +$94.9K ﹤0.01% 1719
2023
Q2 		– Sell
-2,536
Closed -$68K – 4434
2023
Q1 		$68K Buy
2,536
+2,058
+431% +$57.1K ﹤0.01% 1706
2022
Q4 		$12K Hold
478
– – ﹤0.01% 2716
2022
Q3 		$11K Hold
478
– – ﹤0.01% 2642
2022
Q2 		$11K Hold
478
– – ﹤0.01% 2532
2022
Q1 		$13K Sell
478
-315
-40% -$9.1K ﹤0.01% 2341
2021
Q4 		$24K Buy
+793
New +$23.6K ﹤0.01% 1897

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return