Ownership history in Advisory Services Network, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHANGE TRADED FD (CARZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,154 | -1,899 | -46.9% | 0.00% | $157K | $71.70 |
| 2023 Q4 | REDUCED | 4,053 | -175 | -4.1% | 0.01% | $231K | $55.06 |
| 2023 Q3 | ADDED | 4,228 | +3,871 | +1084.3% | 0.01% | $217K | $49.39 |
| 2023 Q1 | ADDED | 357 | +137 | +62.3% | 0.00% | $18K | $48.68 |
| 2022 Q4 | REDUCED | 220 | -80 | -26.7% | 0.00% | $9K | $38.65 |
| 2013 Q4 | INITIATED | 300 | — | — | 0.01% | $12K | $31.53 |
As of 2025 Q4 — sorted by position size