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

Gladstone Institutional Advisory’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
2021 Q2	–	Sell	-35,959	Closed	-$2.07M	–	518
2021 Q1	$2.07M	Buy	+35,959	New	+$2.03M	0.32%	76

Other funds holding CARZ

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

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

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's CARZ Position: Q2 2021 in Review

Gladstone Institutional Advisory sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q2 2021, closing a stake of 35,959 shares — an estimated $2.07M sold.

Gladstone Institutional Advisory first reported a position in CARZ in Q1 2021 and held it in 1 quarter. The position peaked at $2.07M in Q1 2021. 21 funds tracked by Wall St. Rank hold CARZ as of Q2 2021.

Gladstone Institutional Advisory reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q2 2021 after selling out during the quarter.
Gladstone Institutional Advisory sold 35,959 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q2 2021, an estimated $2.07M.
Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q1 2021 and held it in 1 quarter.
Gladstone Institutional Advisory's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $2.07M in Q1 2021.
21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q2 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.