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

Lowe Wealth 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
2017 Q1	–	Sell	-75	Closed	-$3K	–	224
2016 Q4	$3K	Sell	75 -25	-25%	-$847	﹤0.01%	178
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	182
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	175
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	168
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	164
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	176
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	165
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	164
2014 Q4	$4K	Buy	+100	New	+$3.71K	﹤0.01%	151

Other funds holding CARZ

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lowe Wealth Advisors's CARZ Position: Q1 2017 in Review

Lowe Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q1 2017, closing a stake of 75 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in CARZ in Q4 2014 and held it in 9 quarters. The position peaked at $4K in Q4 2015. 18 funds tracked by Wall St. Rank hold CARZ as of Q1 2017.

Lowe Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q1 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 75 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2017, an estimated $3K.
Lowe Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q4 2014 and held it in 9 quarters.
Lowe Wealth Advisors's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $4K in Q4 2015.
18 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2017.

Based on Lowe Wealth Advisors's 13F filing for Q1 2017, filed 5 Apr 2017.