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

Strategic Wealth Investment Group’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
2020 Q4	–	Sell	-23,192	Closed	-$912K	–	84
2020 Q3	$912K	Buy	23,192 +4,197	+22%	+$154K	0.69%	37
2020 Q2	$588K	Buy	+18,995	New	+$541K	0.58%	43

Other funds holding CARZ

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

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

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

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

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

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

Strategic Wealth Investment Group's CARZ Position: Q4 2020 in Review

Strategic Wealth Investment Group sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q4 2020, closing a stake of 23,192 shares — an estimated $912K sold.

Strategic Wealth Investment Group first reported a position in CARZ in Q2 2020 and held it in 2 quarters. The position peaked at $912K in Q3 2020. 20 funds tracked by Wall St. Rank hold CARZ as of Q4 2020.

Strategic Wealth Investment Group reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q4 2020 after selling out during the quarter.
Strategic Wealth Investment Group sold 23,192 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q4 2020, an estimated $912K.
Strategic Wealth Investment Group first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q2 2020 and held it in 2 quarters.
Strategic Wealth Investment Group's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $912K in Q3 2020.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q4 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2020, filed 15 Jan 2021.