Aveo Capital Partners’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,803
| Closed | -$202K | – | 230 |
|
|
2024
Q4 | $202K | Sell |
16,803
-845
| -5% | -$10.2K | 0.02% | 334 |
|
|
2024
Q3 | $238K | Sell |
17,648
-12,762
| -42% | -$172K | 0.03% | 308 |
|
|
2024
Q2 | $394K | Buy |
30,410
+181
| +0.6% | +$2.35K | 0.04% | 222 |
|
|
2024
Q1 | $408K | Sell |
30,229
-5,142
| -15% | -$69.4K | 0.04% | 247 |
|
|
2023
Q4 | $461K | Sell |
35,371
-871
| -2% | -$11.3K | 0.06% | 216 |
|
|
2023
Q3 | $458K | Buy |
36,242
+4,128
| +13% | +$52.1K | 0.06% | 208 |
|
|
2023
Q2 | $404K | Buy |
32,114
+2,399
| +8% | +$30.2K | 0.05% | 229 |
|
|
2023
Q1 | $394K | Buy |
29,715
+12,270
| +70% | +$163K | 0.05% | 222 |
|
|
2022
Q4 | $239K | Buy |
17,445
+6,874
| +65% | +$94.2K | 0.04% | 285 |
|
|
2022
Q3 | $129K | Sell |
10,571
-59,965
| -85% | -$732K | 0.02% | 265 |
|
|
2022
Q2 | $938K | Buy |
+70,536
| New | +$938K | 0.15% | 119 |
|