Key stats
About First Trust S-Network Electric & Future Vehicle Ecosystem ETF
Home page
Inception date
May 9, 2011
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
CARZ invests in electric and autonomous vehicles, which it defines as future vehicles as well as on its related technology. The index includes companies that are primarily engaged in the following: (1) electric and autonomous vehicle manufacturing, (2) electric and autonomous vehicle enabling technologies, (3) electric and autonomous vehicle enabling materials, and (4) the development and manufacture of future automotive technology and products. It also includes technology companies focused on developing and supplying technology essential to manufacturing future vehicles. The index ranks the securities by market-cap and selects the top 100. These securities are weighted by float-adjusted market capitalization with a single security cap of 4.5%. Prior to Jan. 26, 2022, the fund name was First Trust NASDAQ Global Auto Index Fund. It followed the NASDAQ Global Auto Index, which focused on global automobile manufacturers.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Consumer Durables
Producer Manufacturing
Technology Services
Stocks99.81%
Electronic Technology47.08%
Consumer Durables22.92%
Producer Manufacturing12.50%
Technology Services12.31%
Process Industries3.78%
Non-Energy Minerals1.22%
Bonds, Cash & Other0.19%
Cash0.19%
Stock breakdown by region
North America53.54%
Asia33.88%
Europe10.26%
Latin America1.02%
Oceania0.80%
Middle East0.50%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history