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

WCG 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
2024 Q1	–	Sell	-10,941	Closed	-$623K	–	262
2023 Q4	$623K	Buy	+10,941	New	+$568K	0.05%	233

Other funds holding CARZ

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

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

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

SPC

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WCG Wealth Advisors's CARZ Position: Q1 2024 in Review

WCG Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q1 2024, closing a stake of 10,941 shares — an estimated $623K sold.

WCG Wealth Advisors first reported a position in CARZ in Q4 2023 and held it in 1 quarter. The position peaked at $623K in Q4 2023. 26 funds tracked by Wall St. Rank hold CARZ as of Q1 2024.

WCG Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q1 2024 after selling out during the quarter.
WCG Wealth Advisors sold 10,941 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2024, an estimated $623K.
WCG Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q4 2023 and held it in 1 quarter.
WCG Wealth Advisors's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $623K in Q4 2023.
26 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.