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

Wilmington Savings Fund Society’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
2025 Q1	–	Sell	-500	Closed	-$29K	–	2081
2024 Q4	$29K	Hold	500	–	–	﹤0.01%	1396
2024 Q3	$29K	Buy	+500	New	+$28.3K	﹤0.01%	1368

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

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

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

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

Wilmington Savings Fund Society's CARZ Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q1 2025, closing a stake of 500 shares — an estimated $29K sold.

Wilmington Savings Fund Society first reported a position in CARZ in Q3 2024 and held it in 2 quarters. The position peaked at $29K in Q4 2024. 24 funds tracked by Wall St. Rank hold CARZ as of Q1 2025.

Wilmington Savings Fund Society reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q1 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 500 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2025, an estimated $29K.
Wilmington Savings Fund Society first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2024 and held it in 2 quarters.
Wilmington Savings Fund Society's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $29K in Q4 2024.
24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.