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

DHJJ Financial 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 		$238 Hold
2
– – ﹤0.01% 989
2026
Q1 		$162 Hold
2
– – ﹤0.01% 1011
2025
Q4 		$156 Hold
2
– – ﹤0.01% 965
2025
Q3 		$146 Hold
2
– – ﹤0.01% 938
2025
Q2 		$124 Hold
2
– – ﹤0.01% 924
2025
Q1 		$107 Hold
2
– – ﹤0.01% 885
2024
Q4 		$117 Hold
2
– – ﹤0.01% 844
2024
Q3 		$116 Hold
2
– – ﹤0.01% 831
2024
Q2 		$117 Hold
2
– – ﹤0.01% 782
2024
Q1 		$118 Hold
2
– – ﹤0.01% 768
2023
Q4 		$114 Hold
2
– – ﹤0.01% 758
2023
Q3 		$103 Buy
+2
New +$110 ﹤0.01% 760

Other funds holding CARZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
GM
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

DHJJ Financial Advisors's CARZ Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) position steady in Q2 2026 at 2 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #989.

DHJJ Financial Advisors first reported a position in CARZ in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold CARZ as of Q2 2026.

  • DHJJ Financial Advisors held 2 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $238 as of Q2 2026.
  • DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #989 holding.
  • DHJJ Financial Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2023 and has held it in 12 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.