Activest Wealth Management’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Activest Wealth Management’s Portfolio CARZ Stock Details CARZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-260	Closed	-$10.5K	–	351
2022 Q4	$10.5K	Hold	260	–	–	﹤0.01%	310
2022 Q3	$11K	Buy	+260	New	+$12.3K	﹤0.01%	302

Other funds holding CARZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Activest Wealth Management's CARZ Position: Q1 2023 in Review

Activest Wealth Management sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q1 2023, closing a stake of 260 shares — an estimated $10.5K sold.

Activest Wealth Management first reported a position in CARZ in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 21 funds tracked by Wall St. Rank hold CARZ as of Q1 2023.

Activest Wealth Management reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 260 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2023, an estimated $10.5K.
Activest Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2022 and held it in 2 quarters.
Activest Wealth Management's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $11K in Q3 2022.
21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.