How many shares of CARZ does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 46,368 shares of CARZ (FIRST TR EXCHANGE-TRADED FD).

What is LPL Financial LLC's CARZ position worth?

As of 2026-Q2, LPL Financial LLC's CARZ position is worth $5.5M.

In 2026-Q2, LPL Financial LLC increased their CARZ position (+11.9% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in CARZ in 2018-Q4. They have held the position across 29 quarters.

Position history for LPL Financial LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$5.5M

Current Shares

46,368

Total Value Change

+$5.2M

Total Shares Change

+37,716

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	46,368	+11.9%	$5.5M	0.0%	$118.53	30
2026-Q1	Increased	41,443	+6.5%	$3.3M	0.0%	$83.23	28
2025-Q4	Decreased	38,926	-6.6%	$3M	0.0%	$78.65	0
2025-Q3	Decreased	41,691	-4.6%	$3M	0.0%	$71.43	0
2025-Q2	Increased	43,699	+2.6%	$2.7M	0.0%	$60.91	27
2025-Q1	Increased	42,569	+5.8%	$2.3M	0.0%	$52.99	28
2024-Q4	Decreased	40,241	-18.2%	$2.3M	0.0%	$57.30	0
2024-Q3	Increased	49,184	+1.0%	$2.9M	0.0%	$56.93	26
2024-Q2	Increased	48,711	+17.6%	$2.8M	0.0%	$56.79	31
2024-Q1	Decreased	41,434	-5.8%	$2.4M	0.0%	$56.97	0
2023-Q4	Increased	43,992	+19.4%	$2.5M	0.0%	$55.06	31
2023-Q3	Increased	36,861	+17.8%	$1.9M	0.0%	$49.39	30
2023-Q2	Decreased	31,298	-7.5%	$1.7M	0.0%	$52.80	0
2023-Q1	Decreased	33,854	-15.9%	$1.7M	0.0%	$47.93	0
2022-Q4	Decreased	40,243	-1.1%	$1.6M	0.0%	$38.65	0
2022-Q3	Increased	40,709	+6.3%	$1.7M	0.0%	$38.60	27
2022-Q2	Increased	38,313	+11.1%	$1.7M	0.0%	$43.21	29
2022-Q1	Increased	34,497	+73.9%	$2M	0.0%	$55.17	39
2021-Q4	Increased	19,833	+52.7%	$1.2M	0.0%	$56.23	35
2021-Q3	Increased	12,987	+32.9%	$758,000	0.0%	$54.20	32
2021-Q2	Increased	9,769	+55.0%	$592,000	0.0%	$56.78	34
2021-Q1	Increased	6,302	+16.2%	$363,000	0.0%	$52.76	27
2020-Q4	Decreased	5,422	-34.6%	$281,000	0.0%	$47.49	0
2020-Q3	Decreased	8,288	-7.5%	$326,000	0.0%	$35.38	0
2020-Q2	Increased	8,961	+5.4%	$277,000	0.0%	$28.12	25
2020-Q1	New	8,500	-	$204,000	0.0%	$22.15	32
2019-Q2	Exited	0	-100.0%	$0	0.0%	$29.48	0
2019-Q1	Decreased	7,295	-15.7%	$240,000	0.0%	$28.99	0
2018-Q4	New	8,652	-	$271,000	0.0%	$27.66	32