Ausdal Financial Partners’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Ausdal Financial Partners’s Portfolio FTRI Stock Details FTRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,176	Closed	-$178K	–	577
2024 Q3	$178K	Sell	13,176 -138,153	-91%	-$1.82M	0.02%	494
2024 Q2	$1.96M	Sell	151,329 -27,188	-15%	-$366K	0.21%	110
2024 Q1	$2.37M	Buy	178,517 +51,267	+40%	+$645K	0.28%	90
2023 Q4	$1.66M	Sell	127,250 -11,091	-8%	-$140K	0.21%	112
2023 Q3	$1.75M	Buy	138,341 +38,086	+38%	+$494K	0.24%	103
2023 Q2	$1.26M	Sell	100,255 -20,049	-17%	-$257K	0.17%	138
2023 Q1	$1.6M	Buy	120,304 +26,792	+29%	+$371K	0.22%	116
2022 Q4	$1.28M	Buy	93,512 +52,529	+128%	+$706K	0.19%	127
2022 Q3	$500K	Buy	40,983 +15,130	+59%	+$202K	0.08%	242
2022 Q2	$344K	Buy	+25,853	New	+$400K	0.05%	315

Other funds holding FTRI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

Ausdal Financial Partners's FTRI Position: Q4 2024 in Review

Ausdal Financial Partners sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q4 2024, closing a stake of 13,176 shares — an estimated $178K sold.

Ausdal Financial Partners first reported a position in FTRI in Q2 2022 and held it in 10 quarters. The position peaked at $2.37M in Q1 2024. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

Ausdal Financial Partners reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q4 2024 after selling out during the quarter.
Ausdal Financial Partners sold 13,176 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2024, an estimated $178K.
Ausdal Financial Partners first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2022 and held it in 10 quarters.
Ausdal Financial Partners's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $2.37M in Q1 2024.
77 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q4 2024.

Based on Ausdal Financial Partners's 13F filing for Q4 2024, filed 12 Feb 2025.