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

Stifel Financial’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
2024 Q4	–	Sell	-3,940	Closed	-$229K	–	3393
2024 Q3	$229K	Buy	3,940 +203	+5%	+$11.5K	﹤0.01%	3085
2024 Q2	$218K	Sell	3,737 -93	-2%	-$5.39K	﹤0.01%	3070
2024 Q1	$225K	Sell	3,830 -202	-5%	-$11.4K	﹤0.01%	3044
2023 Q4	$229K	Sell	4,032 -116	-3%	-$6.03K	﹤0.01%	3000
2023 Q3	$213K	Buy	4,148 +287	+7%	+$15.7K	﹤0.01%	2967
2023 Q2	$216K	Buy	+3,861	New	+$197K	﹤0.01%	3004
2022 Q2	–	Sell	-3,717	Closed	-$216K	–	3338
2022 Q1	$216K	Buy	+3,717	New	+$216K	﹤0.01%	3074

Other funds holding CARZ

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

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

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

SPC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Stifel Financial's CARZ Position: Q4 2024 in Review

Stifel Financial sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q4 2024, closing a stake of 3,940 shares — an estimated $229K sold.

Stifel Financial first reported a position in CARZ in Q1 2022 and held it in 7 quarters. The position peaked at $229K in Q4 2023. 28 funds tracked by Wall St. Rank hold CARZ as of Q4 2024.

Stifel Financial reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 3,940 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q4 2024, an estimated $229K.
Stifel Financial first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q1 2022 and held it in 7 quarters.
Stifel Financial's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $229K in Q4 2023.
28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.