Cambridge Investment Research Advisors’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$4.51M	Buy	38,023 +12,099	+47%	+$1.29M	0.01%	1091
2026 Q1	$2.1M	Buy	25,924 +1,781	+7%	+$150K	0.01%	1555
2025 Q4	$1.88M	Sell	24,143 -242	-1%	-$18.5K	0.01%	1581
2025 Q3	$1.77M	Sell	24,385 -102	-0.4%	-$6.8K	﹤0.01%	1592
2025 Q2	$1.52M	Sell	24,487 -539	-2%	-$30K	﹤0.01%	1646
2025 Q1	$1.34M	Buy	25,026 +203	+0.8%	+$11.8K	﹤0.01%	1638
2024 Q4	$1.44M	Buy	+24,823	New	+$1.44M	﹤0.01%	1594
2024 Q1	–	Sell	-4,234	Closed	-$241K	–	3322
2023 Q4	$241K	Sell	4,234 -6,151	-59%	-$320K	﹤0.01%	2768
2023 Q3	$532K	Sell	10,385 -3,715	-26%	-$204K	﹤0.01%	2032
2023 Q2	$787K	Buy	14,100 +4,392	+45%	+$224K	﹤0.01%	1783
2023 Q1	$495K	Sell	9,708 -767	-7%	-$36.4K	﹤0.01%	2081
2022 Q4	$425K	Buy	10,475 +3,024	+41%	+$129K	﹤0.01%	2146
2022 Q3	$302K	Buy	+7,451	New	+$352K	﹤0.01%	2353
2022 Q2	–	Sell	-4,621	Closed	-$268K	–	3071
2022 Q1	$268K	Sell	4,621 -8,970	-66%	-$522K	﹤0.01%	2640
2021 Q4	$813K	Buy	+13,591	New	+$848K	﹤0.01%	1723

Other funds holding CARZ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Cambridge Investment Research Advisors's CARZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) stake by 47% in Q2 2026, buying an estimated $1.29M and bringing the position to 38,023 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #1091.

Cambridge Investment Research Advisors first reported a position in CARZ in Q4 2021 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold CARZ as of Q2 2026.

Cambridge Investment Research Advisors held 38,023 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $4.51M as of Q2 2026.
Cambridge Investment Research Advisors bought 12,099 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q2 2026, an estimated $1.29M.
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1091 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q4 2021 and has held it in 15 quarters since.
10 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.