B. Riley Wealth Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

B. Riley Wealth Advisors’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	$157K	Buy	13,039 +8	+0.1%	+$104	0.01%	1059
2024 Q3	$177K	Sell	13,031 -48,778	-79%	-$644K	﹤0.01%	1159
2024 Q2	$802K	Sell	61,809 -8,570	-12%	-$116K	0.02%	615
2024 Q1	$889K	Buy	70,379 +10,706	+18%	+$135K	0.02%	563
2023 Q4	$777K	Sell	59,673 -10,706	-15%	-$135K	0.02%	610
2023 Q3	$889K	Buy	70,379 +3,963	+6%	+$51.4K	0.02%	563
2023 Q2	$835K	Buy	66,416 +5,973	+10%	+$76.4K	0.02%	630
2023 Q1	$801K	Buy	60,443 +6,384	+12%	+$88.3K	0.02%	614
2022 Q4	$741K	Buy	54,059 +16,832	+45%	+$226K	0.02%	646
2022 Q3	$455K	Sell	37,227 -12,219	-25%	-$163K	0.01%	798
2022 Q2	$658K	Buy	49,446 +31,818	+180%	+$493K	0.03%	556
2022 Q1	$292K	Buy	+17,628	New	+$270K	0.01%	1024

Other funds holding FTRI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

B. Riley Wealth Advisors's FTRI Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.06% in Q4 2024, buying an estimated $104 and bringing the position to 13,039 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #1059.

B. Riley Wealth Advisors first reported a position in FTRI in Q1 2022 and has held it in 12 quarters since. The position peaked at $889K in Q1 2024. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

B. Riley Wealth Advisors held 13,039 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $157K as of Q4 2024.
B. Riley Wealth Advisors bought 8 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2024, an estimated $104.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1059 holding.
B. Riley Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and has held it in 12 quarters since.
B. Riley Wealth Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $889K 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 B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.