Global Retirement Partners’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Global Retirement Partners’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
2025 Q4	$72.1K	Sell	925 -157	-15%	-$12K	﹤0.01%	2116
2025 Q3	$78.6K	Sell	1,082 -1,262	-54%	-$84.1K	﹤0.01%	1635
2025 Q2	$145K	Buy	+2,344	New	+$130K	﹤0.01%	1248
2024 Q4	$146K	Sell	2,507 -52	-2%	-$3.02K	﹤0.01%	1090
2024 Q3	$148K	Sell	2,559 -194	-7%	-$11K	﹤0.01%	1043
2024 Q2	$161K	Sell	2,753 -101	-4%	-$5.86K	0.01%	983
2024 Q1	$168K	Hold	2,854	–	–	0.01%	858
2023 Q4	$153K	Buy	+2,854	New	+$148K	0.01%	863
2021 Q4	–	Sell	-500	Closed	-$29K	–	454
2021 Q3	$29K	Hold	500	–	–	﹤0.01%	1065
2021 Q2	$30K	Buy	+500	New	+$29.3K	﹤0.01%	1046
2019 Q2	–	Sell	-203	Closed	-$7K	–	1600
2019 Q1	$7K	Hold	203	–	–	﹤0.01%	1139
2018 Q4	$6K	Hold	203	–	–	﹤0.01%	1093
2018 Q3	$7K	Hold	203	–	–	﹤0.01%	1122
2018 Q2	$8K	Hold	203	–	–	﹤0.01%	1055
2018 Q1	$8K	Hold	203	–	–	﹤0.01%	1012
2017 Q4	$9K	Hold	203	–	–	﹤0.01%	941
2017 Q3	$8K	Buy	203 +1	+0.5%	+$38	﹤0.01%	885
2017 Q2	$7K	Buy	202 +2	+1%	+$73	﹤0.01%	856
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	822
2016 Q4	$7K	Buy	+200	New	+$6.77K	﹤0.01%	764

Other funds holding CARZ

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's CARZ Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) stake by 15% in Q4 2025, selling an estimated $12K and leaving 925 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Global Retirement Partners first reported a position in CARZ in Q4 2016 and has held it in 20 quarters since. The position peaked at $168K in Q1 2024. 30 funds tracked by Wall St. Rank hold CARZ as of Q4 2025.

Global Retirement Partners held 925 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $72.1K as of Q4 2025.
Global Retirement Partners sold 157 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q4 2025, an estimated $12K.
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2116 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q4 2016 and has held it in 20 quarters since.
Global Retirement Partners's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $168K in Q1 2024.
30 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.