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

Creative Financial Designs’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	$2.36K	Hold	20	–	–	﹤0.01%	1870
2026 Q1	$1.61K	Sell	20 -523	-96%	-$44K	﹤0.01%	1814
2025 Q4	$42.3K	Buy	543 +7	+1%	+$534	﹤0.01%	920
2025 Q3	$38.9K	Sell	536 -107	-17%	-$7.13K	﹤0.01%	939
2025 Q2	$39.9K	Sell	643 -49	-7%	-$2.73K	﹤0.01%	938
2025 Q1	$37K	Sell	692 -23	-3%	-$1.34K	﹤0.01%	928
2024 Q4	$41.5K	Buy	715 +3	+0.4%	+$174	﹤0.01%	848
2024 Q3	$41.3K	Buy	712 +4	+0.6%	+$227	﹤0.01%	836
2024 Q2	$41.4K	Hold	708	–	–	﹤0.01%	795
2024 Q1	$41.7K	Hold	708	–	–	﹤0.01%	771
2023 Q4	$40.3K	Buy	708 +3	+0.4%	+$156	﹤0.01%	741
2023 Q3	$36.1K	Buy	705 +2	+0.3%	+$110	﹤0.01%	715
2023 Q2	$39.3K	Buy	+703	New	+$35.8K	﹤0.01%	692
2018 Q3	–	Sell	-156	Closed	-$6K	–	745
2018 Q2	$6K	Buy	156 +3	+2%	+$122	﹤0.01%	523
2018 Q1	$6K	Hold	153	–	–	﹤0.01%	469
2017 Q4	$6K	Buy	153 +1	+0.7%	+$42	﹤0.01%	472
2017 Q3	$6K	Hold	152	–	–	﹤0.01%	469
2017 Q2	$6K	Buy	152 +2	+1%	+$73	﹤0.01%	483
2017 Q1	$5K	Buy	+150	New	+$5.42K	﹤0.01%	475

Other funds holding CARZ

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

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

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

Creative Financial Designs's CARZ Position: Q2 2026 in Review

Creative Financial Designs held its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) position steady in Q2 2026 at 20 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Creative Financial Designs first reported a position in CARZ in Q1 2017 and has held it in 19 quarters since. The position peaked at $42.3K in Q4 2025. 10 funds tracked by Wall St. Rank hold CARZ as of Q2 2026.

Creative Financial Designs held 20 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $2.36K as of Q2 2026.
Creative Financial Designs left its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1870 holding.
Creative Financial Designs first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q1 2017 and has held it in 19 quarters since.
Creative Financial Designs's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $42.3K in Q4 2025.
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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.