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

Raymond James Financial Services 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 Q2	–	Sell	-14,291	Closed	-$728K	–	3256
2023 Q1	$728K	Buy	+14,291	New	+$679K	﹤0.01%	2107

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors's CARZ Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q2 2023, closing a stake of 14,291 shares — an estimated $728K sold.

Raymond James Financial Services Advisors first reported a position in CARZ in Q1 2023 and held it in 1 quarter. The position peaked at $728K in Q1 2023. 21 funds tracked by Wall St. Rank hold CARZ as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 14,291 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q2 2023, an estimated $728K.
Raymond James Financial Services Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q1 2023 and held it in 1 quarter.
Raymond James Financial Services Advisors's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $728K in Q1 2023.
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 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.