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

Advisor Group’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
2019 Q4	$14K	Hold	426	–	–	﹤0.01%	4142
2019 Q3	$14K	Hold	426	–	–	﹤0.01%	4156
2019 Q2	$14K	Hold	426	–	–	﹤0.01%	4174
2019 Q1	$14K	Hold	426	–	–	﹤0.01%	4178
2018 Q4	$13K	Sell	426 -9,877	-96%	-$330K	﹤0.01%	4055
2018 Q3	$374K	Buy	10,303 +9,877	+2,319%	+$363K	﹤0.01%	1687
2018 Q2	$16K	Hold	426	–	–	﹤0.01%	3832
2018 Q1	$17K	Hold	426	–	–	﹤0.01%	3772
2017 Q4	$18K	Sell	426 -3,798	-90%	-$159K	﹤0.01%	3764
2017 Q3	$170K	Buy	4,224 +3,798	+892%	+$145K	﹤0.01%	1972
2017 Q2	$16K	Buy	+426	New	+$15.5K	﹤0.01%	3629

Other funds holding CARZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Advisor Group's CARZ Position: Q4 2019 in Review

Advisor Group held its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) position steady in Q4 2019 at 426 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4142.

Advisor Group first reported a position in CARZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $374K in Q3 2018. 12 funds tracked by Wall St. Rank hold CARZ as of Q4 2019.

Advisor Group held 426 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $14K as of Q4 2019.
Advisor Group left its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF share count unchanged in Q4 2019.
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4142 holding.
Advisor Group first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q2 2017 and has held it in 11 quarters since.
Advisor Group's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $374K in Q3 2018.
12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.