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Upturn AI Summary
First Trust S-Network Future Vehicles & Technology ETF(CARZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CARZ
10/14/2026: CARZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CARZ provides targeted exposure to the global future vehicles ecosystem, including manufacturers, software developers, and battery suppliers. Its primary strength lies in its specialized thematic approach, allowing investors to capture a specific industrial shift that broad indices might overlook. The fund is best suited for growth-oriented investors who can tolerate the high volatility and concentration risk inherent in this sector. Key risks include exposure to interest rate shifts, regulatory hurdles, and supply chain bottlenecks that frequently impact tech and automotive stocks. Investors should monitor EV adoption rates and battery technology developments as key performance catalysts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | This ETF aligns well with investors seeking capital growth from the long-term structural shift toward electric and autonomous transportation. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders can utilize this fund to gain thematic exposure when EV and tech sectors show strong relative strength. |
| Value investor | Weak fit | Many companies within the index currently trade at high valuations, making it less suitable for traditional value-oriented strategies. |
| Dividend/Income investor | Weak fit | The fund is primarily a growth-oriented vehicle and does not prioritize dividend yield as a core objective. |
| Low-risk investor | Weak fit | The high volatility inherent in the automotive technology sector makes this unsuitable for conservative, risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth-oriented participant willing to accept high volatility in exchange for potential exposure to structural shifts in transportation.
Suitability
Best suited for long-term investors looking to build a thematic sleeve within a larger, diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The sector experiences sharp price fluctuations driven by technological hype and cyclical economic data. |
| Market risk | Medium / high | General equity market downturns tend to disproportionately affect thematic growth funds. |
| Concentration | High | The fund is concentrated in a specific theme, limiting its ability to hedge against sector-specific declines. |
| Tracking/expense | Medium | The 0.70% expense ratio is relatively high and can impact total net returns over longer holding periods. |
| Liquidity | Medium | Some smaller-cap holdings within the fund may face liquidity constraints during market stress. |
| Business/sector quality | Medium / high | Many constituents are early-stage companies or in a capital-intensive transition phase, carrying inherent operational risks. |
Risk Analysis
Volatility
CARZ exhibits elevated historical volatility consistent with high-growth technology and speculative automotive sectors.
Market Risk
The fund faces significant systematic risk related to global trade policies and the cyclical health of the automotive industry.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Automobile Manufacturers (Electric/Traditional) | 35 | These companies are the primary assembly and manufacturing force behind the global transition to electric mobility. |
| Sector | Semiconductors and Electronics | 30 | These firms provide the essential chips and hardware required for vehicle automation and power management. |
| Industry | Battery Technology and Energy Storage | 20 | Companies in this segment produce the critical lithium-ion batteries and charging infrastructure needed for EVs. |
| Industry | Software and Autonomous Tech | 10 | This segment focuses on the artificial intelligence and sensor software that enables self-driving capabilities. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small liquidity buffer maintained to manage daily fund operations and redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 41.19% | Avg. Invested days 59 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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