# FIRST TR EXCHANGE TRADED FD (CARZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CARZ/

- Reporting holders: 37
- Reported value: $24.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $9.0M | 76,046 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.5M | 46,368 | 0.0% | 26 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.9M | 16,390 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.1M | 9,604 | 0.0% | 23 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.1M | 9,026 | 0.0% | 10 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $792.1K | 6,683 | 0.0% | 10 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $678.7K | 5,726 | 0.0% | 2 |
| [Proactive Wealth Strategies LLC](https://holderbook.com/funds/2043129-proactive-wealth-strategies-llc/) | $561.5K | 4,737 | 0.1% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $501.6K | 4,232 | 0.0% | 12 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $411.1K | 3,468 | 0.0% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $355.6K | 3,000 | 0.0% | 4 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $345.2K | 2,912 | 0.0% | 2 |
| [COMPASS FINANCIAL MANAGEMENT LLC](https://holderbook.com/funds/2148724-compass-financial-management-llc/) | $326.9K | 2,780 | 0.0% | 1 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $321.0K | 2,704 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $272.5K | 2,298 | 0.0% | 26 |
| [Indivisible Partners](https://holderbook.com/funds/2098400-indivisible-partners/) | $245.9K | 2,075 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $244.3K | 2,061 | 0.0% | 35 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $219.0K | 1,848 | 0.0% | 1 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $205.0K | 1,730 | 0.0% | 2 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $184.1K | 1,553 | 0.0% | 4 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $165.0K | 1,392 | 0.0% | 9 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $85.1K | 718 | 0.0% | 25 |
| [Pacific Center for Financial Services](https://holderbook.com/funds/1698222-pacific-center-for-financial-services/) | $63.7K | 538 | 0.0% | 30 |
| [Federation des caisses Desjardins du Quebec](https://holderbook.com/funds/2022297-federation-des-caisses-desjardins-du-quebec/) | $61.8K | 521 | 0.0% | 38 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $50.8K | 429 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $24.9M |
| Q1 2026 | 27 | $21.9M |
| Q4 2025 | 30 | $22.5M |
| Q3 2025 | 27 | $12.6M |
| Q2 2025 | 23 | $12.0M |
| Q1 2025 | 24 | $12.2M |
| Q4 2024 | 28 | $9.9M |
| Q3 2024 | 29 | $21.3M |
| Q2 2024 | 28 | $10.4M |
| Q1 2024 | 26 | $11.9M |
| Q4 2023 | 27 | $11.9M |
| Q3 2023 | 28 | $14.2M |

