Accel Wealth Management’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,488
| Closed | -$138K | – | 262 |
|
|
2024
Q4 | $138K | Sell |
11,488
-1,826
| -14% | -$22K | 0.05% | 243 |
|
|
2024
Q3 | $180K | Sell |
13,314
-2,039
| -13% | -$27.5K | 0.07% | 245 |
|
|
2024
Q2 | $199K | Sell |
15,353
-4,097
| -21% | -$53.1K | 0.08% | 228 |
|
|
2024
Q1 | $258K | Sell |
19,450
-2,791
| -13% | -$37.1K | 0.11% | 175 |
|
|
2023
Q4 | $290K | Sell |
22,241
-5,248
| -19% | -$68.3K | 0.15% | 144 |
|
|
2023
Q3 | $347K | Sell |
27,489
-2,920
| -10% | -$36.9K | 0.19% | 115 |
|
|
2023
Q2 | $382K | Sell |
30,409
-2,743
| -8% | -$34.5K | 0.21% | 107 |
|
|
2023
Q1 | $440K | Buy |
33,152
+12,550
| +61% | +$166K | 0.18% | 129 |
|
|
2022
Q4 | $282K | Buy |
+20,602
| New | +$282K | 0.14% | 125 |
|