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

B. Riley Wealth Management’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
2022
Q2 		$201 Buy
15,119
+3,515
+30% +$54.4K ﹤0.01% 666
2022
Q1 		$192K Buy
+11,604
New +$178K 0.01% 566

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

B. Riley Wealth Management's FTRI Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 30% in Q2 2022, buying an estimated $54.4K and bringing the position to 15,119 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #666.

B. Riley Wealth Management first reported a position in FTRI in Q1 2022 and has held it in 2 quarters since. The position peaked at $192K in Q1 2022. 78 funds tracked by Wall St. Rank hold FTRI as of Q2 2022.

  • B. Riley Wealth Management held 15,119 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $201 as of Q2 2022.
  • B. Riley Wealth Management bought 3,515 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2022, an estimated $54.4K.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #666 holding.
  • B. Riley Wealth Management 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 2 quarters since.
  • B. Riley Wealth Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $192K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.