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

Chessman Wealth Strategies RIA’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
2018 Q4	–	Sell	-20	Closed	-$1K	–	48
2018 Q3	$1K	Buy	+20	New	+$735	﹤0.01%	184

Other funds holding CARZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

LTFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

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

Chessman Wealth Strategies RIA's CARZ Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Chessman Wealth Strategies RIA first reported a position in CARZ in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 18 funds tracked by Wall St. Rank hold CARZ as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 20 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q4 2018, an estimated $1K.
Chessman Wealth Strategies RIA first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2018 and held it in 1 quarter.
Chessman Wealth Strategies RIA's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $1K in Q3 2018.
18 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.