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

IFP 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
2023 Q1	–	Sell	-763	Closed	-$31K	–	3519
2022 Q4	$31K	Hold	763	–	–	﹤0.01%	2567
2022 Q3	$31K	Buy	763 +4	+0.5%	+$189	﹤0.01%	2739
2022 Q2	$31K	Hold	759	–	–	﹤0.01%	2499
2022 Q1	$31K	Buy	+759	New	+$44.2K	﹤0.01%	2499
2016 Q1	–	Sell	-82	Closed	-$3K	–	2498
2015 Q4	$3K	Buy	+82	New	+$3K	﹤0.01%	3162

Other funds holding CARZ

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

SPC

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

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

IFP Advisors's CARZ Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q1 2023, closing a stake of 763 shares — an estimated $31K sold.

IFP Advisors first reported a position in CARZ in Q4 2015 and held it in 5 quarters. The position peaked at $31K in Q4 2022. 21 funds tracked by Wall St. Rank hold CARZ as of Q1 2023.

IFP Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 763 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2023, an estimated $31K.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q4 2015 and held it in 5 quarters.
IFP Advisors's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $31K in Q4 2022.
21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.