First Trust S-Network Future Vehicles & Technology ETF (CARZ) Institutional Ownership

$54.62
-0.58 (-1.05%)
(As of 10:24 AM ET)

Institutional Ownership Changes (13F Filings) for First Trust S-Network Future Vehicles & Technology ETF (NASDAQ:CARZ)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.30M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.96M
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CARZ Institutional Buying and Selling by Quarter

First Trust S-Network Future Vehicles & Technology ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/1/2024Sigma Planning Corp12,631$719K0.1%-34.6%1.804%
1/25/2024 International Assets Investment Management LLC5,918$337K0.0%-73.1%0.845%
1/24/2024 International Assets Investment Management LLC5,918$337K0.0%-73.1%0.845%
1/18/2024 Global Retirement Partners LLC2,854$153K0.0%N/A0.381%
11/6/2023Sigma Planning Corp19,326$990K0.0%+5.7%2.416%
10/24/2023 Cambridge Investment Research Advisors Inc.10,385$532K0.0%-26.3%1.298%
10/23/2023Commonwealth Equity Services LLC3,984$204K0.0%N/A0.498%
10/10/2023 International Assets Investment Management LLC21,977$1.13M0.1%N/A2.747%
10/4/2023 International Assets Investment Management LLC21,977$1.13M0.1%N/A2.442%
8/2/2023Sigma Planning Corp18,283$1.02M0.0%-14.8%2.031%
7/31/2023LPL Financial LLC31,298$1.75M0.0%-7.6%3.478%
7/31/2023 Horizon Wealth Management LLC40,254$2.25M0.9%N/A4.473%
7/26/2023Creative Financial Designs Inc. ADV703$39K0.0%N/A0.083%
7/13/2023 Cambridge Investment Research Advisors Inc.14,100$787K0.0%+45.2%2.014%
5/12/2023Prudential PLC10,000$510K0.0%-68.8%1.250%
5/8/2023Sigma Planning Corp21,453$1.09M0.0%+4.4%2.682%
4/14/2023 Raymond James Financial Services Advisors Inc.14,291$728K0.0%N/A1.786%
2/9/2023Prudential PLC32,000$1.30M0.0%N/A3.368%
2/8/2023 Cambridge Investment Research Advisors Inc.10,475$425K0.0%+40.6%1.103%
2/7/2023Commonwealth Equity Services LLC11,267$456K0.0%-67.5%1.186%
2/7/2023LPL Financial LLC40,243$1.63M0.0%-1.1%4.236%
2/7/2023Envestnet Asset Management Inc.11,400$462K0.0%-8.4%1.200%
1/30/2023 International Assets Investment Management LLC28,954$532K0.0%N/A3.048%
11/15/2022Flow Traders U.S. LLC10,956$444K0.0%+37.2%1.096%
10/21/2022Arkadios Wealth Advisors4,959$201K0.0%-11.9%0.496%
10/17/2022 Cambridge Investment Research Advisors Inc.7,451$302K0.0%N/A0.745%
10/17/2022Transcend Capital Advisors LLC5,490$223K0.0%N/A0.549%
8/13/2022Flow Traders U.S. LLC7,988$361K0.0%-52.8%0.695%
8/12/2022Private Advisory Group LLC18,263$825K0.2%N/A1.588%
8/11/2022Beacon Pointe Advisors LLC5,080$231K0.0%N/A0.442%
8/11/2022Sigma Planning Corp20,461$924K0.0%+2.0%1.779%
8/3/2022Envestnet Asset Management Inc.13,072$590K0.0%-20.3%1.137%
7/26/2022Joseph P. Lucia & Associates LLC3,168$143K0.1%-10.6%0.275%
7/19/2022Commonwealth Equity Services LLC40,873$1.85M0.0%+32.2%3.554%
7/14/2022Arkadios Wealth Advisors5,629$254K0.0%-56.6%0.489%
5/11/2022Coldstream Capital Management Inc.3,800$220K0.0%N/A0.317%
5/4/2022Advisor Group Holdings Inc.3,752$2.68M0.0%-52.8%0.313%
5/4/2022Prospera Financial Services Inc425$25K0.0%N/A0.035%
5/4/2022Commonwealth Equity Services LLC30,906$1.79M0.0%+165.7%2.576%
5/2/2022Arkadios Wealth Advisors12,960$751K0.1%+37.1%1.080%
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2/4/2022Envestnet Asset Management Inc.16,588$992K0.0%+1.7%1.327%
2/4/2022Joseph P. Lucia & Associates LLC3,530$211K0.1%+2,793.4%0.272%
2/3/2022 Cambridge Investment Research Advisors Inc.13,591$813K0.0%N/A1.045%
2/3/2022Advisor Group Holdings Inc.7,953$475K0.0%+212.4%0.612%
2/3/2022Arkadios Wealth Advisors9,455$566K0.1%+26.0%0.727%
2/2/2022Sigma Planning Corp20,002$1.20M0.0%+3.4%1.539%
1/31/2022Commonwealth Equity Services LLC11,633$695K0.0%+138.3%0.895%
1/31/2022 Arlington Capital Management Inc.25,772$1.54M2.8%N/A1.982%
1/20/2022AE Wealth Management LLC4,479$268K0.0%N/A0.345%
1/14/2022Koshinski Asset Management Inc.559$33K0.0%N/A0.043%
11/16/2021Jane Street Group LLC38,640$2.25M0.0%-15.9%3.220%
11/16/2021Citadel Advisors LLC55,296$3.23M0.0%N/A4.608%
11/15/2021Flow Traders U.S. LLC22,310$1.30M0.1%N/A1.859%
11/5/2021Advisor Group Holdings Inc.2,546$149K0.0%-54.6%0.212%
10/29/2021Commonwealth Equity Services LLC4,881$284K0.0%+9.5%0.444%
10/19/2021Arkadios Wealth Advisors7,503$437K0.1%N/A0.682%
10/8/2021 HBW Advisory Services LLC7,853$458K0.1%+11.7%0.714%
8/13/2021Sigma Planning Corp19,432$1.18M0.0%+60.1%1.690%
8/13/2021LPL Financial LLC9,769$592K0.0%+55.0%0.849%
8/12/2021CIBC World Markets Inc.3,367$204K0.0%N/A0.293%
8/11/2021Commonwealth Equity Services LLC4,456$269K0.0%N/A0.387%
8/4/2021Envestnet Asset Management Inc.16,244$984K0.0%-28.3%1.547%
8/2/2021Advisor Group Holdings Inc.5,607$340K0.0%-18.2%0.534%
7/15/2021 HBW Advisory Services LLC7,029$426K0.1%-87.3%0.669%
5/19/2021Gladstone Institutional Advisory LLC35,959$2.07M0.3%N/A3.425%
5/18/2021Flow Traders U.S. LLC3,989$230K0.0%N/A0.380%
5/18/2021Morgan Stanley18,676$1.08M0.0%+35.9%1.779%
5/18/2021Citadel Advisors LLC9,610$554K0.0%-71.0%0.961%
5/18/2021Jane Street Group LLC57,559$3.32M0.0%-32.3%5.233%
5/17/2021Royal Bank of Canada24,484$1.41M0.0%-28.4%2.226%
5/12/2021Harbour Investments Inc.1,220$70K0.0%N/A0.111%
5/12/2021Q3 Asset Management81,961$4.73M2.5%+13.7%7.451%
5/12/2021UBS Group AG34,925$2.01M0.0%+157.1%3.175%
5/10/2021Barometer Capital Management Inc.4,630$267K0.0%N/A0.386%
5/10/2021 Arlington Capital Management Inc.62,616$3.61M6.6%-53.9%5.218%
5/6/2021Sigma Planning Corp12,136$700K0.0%N/A1.011%
5/4/2021Envestnet Asset Management Inc.22,645$1.31M0.0%+30.0%1.887%
4/22/2021Pennsylvania Capital Management Inc. ADV5,424$313K0.2%N/A0.417%
4/13/2021 HBW Advisory Services LLC55,391$3.19M0.8%+11.2%4.261%
3/26/2021Susquehanna International Group LLP4,214$218K0.0%N/A0.337%
2/17/2021Jane Street Group LLC84,959$4.40M0.0%N/A7.080%
2/12/2021LPL Financial LLC5,422$281K0.0%-34.6%0.452%
1/12/2021 HBW Advisory Services LLC49,803$2.58M0.8%N/A5.242%
11/13/2020Morgan Stanley3,225$127K0.0%+200.0%0.403%
11/9/2020LPL Financial LLC8,288$326K0.0%-7.5%1.036%
11/3/2020Strategic Wealth Designers23,192$912K0.7%+22.1%2.899%
10/22/2020Q3 Asset Management12,516$491K0.4%N/A1.669%
7/13/2020Strategic Wealth Designers18,995$588K0.6%N/A3.454%
6/16/2020Royal Bank of Canada6,160$148K0.0%-7.6%1.120%
5/15/2020Jane Street Group LLC21,995$527K0.0%N/A3.999%
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5/15/2020Morgan Stanley2,380$57K0.0%-85.2%0.433%
5/1/2020UBS Group AG1,977$47K0.0%+53.1%0.359%
2/14/2020UBS Group AG1,291$43K0.0%-36.7%0.235%
(Data available from 1/1/2016 forward)

CARZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARZ shares?

During the previous two years, 20 institutional investors and hedge funds held shares of First Trust S-Network Future Vehicles & Technology ETF. The most heavily invested institutionals were Advisor Group Holdings Inc. ($2.68M), Horizon Wealth Management LLC ($2.25M), LPL Financial LLC ($1.75M), Private Advisory Group LLC ($825K), Raymond James Financial Services Advisors Inc. ($728K), Sigma Planning Corp ($719K), and Cambridge Investment Research Advisors Inc. ($532K).Learn more on CARZ's institutional investors.

Which institutional investors have been buying First Trust S-Network Future Vehicles & Technology ETF stock?

Of the 16 institutional investors that purchased First Trust S-Network Future Vehicles & Technology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($72.91K), Horizon Wealth Management LLC ($40.25K), Commonwealth Equity Services LLC ($33.22K), Prudential PLC ($32K), Private Advisory Group LLC ($18.26K), Cambridge Investment Research Advisors Inc. ($14.87K), and Raymond James Financial Services Advisors Inc. ($14.29K).

How much institutional buying is happening at First Trust S-Network Future Vehicles & Technology ETF?

Institutional investors have bought a total of 252,986 shares in the last 24 months. This purchase volume represents approximately $19.41M in transactions.

Which First Trust S-Network Future Vehicles & Technology ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold First Trust S-Network Future Vehicles & Technology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($32.12K), Commonwealth Equity Services LLC ($23.38K), Prudential PLC ($22K), Sigma Planning Corp ($9.87K), Flow Traders U.S. LLC ($8.93K), Arkadios Wealth Advisors ($8.00K), and Envestnet Asset Management Inc. ($4.37K).

How much institutional selling is happening at First Trust S-Network Future Vehicles & Technology ETF?

Institutional investors have sold a total of 119,979 shares in the last 24 months. This volume of shares sold represents approximately $9.32M in transactions.


This page (NASDAQ:CARZ) was last updated on 4/25/2024 by MarketBeat.com Staff

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