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Cherry Creek Investment Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Cherry Creek Investment 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 		– Sell
-14,453
Closed -$195K – 114
2024
Q3 		$195K Buy
+14,453
New +$191K 0.1% 102

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FTUS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cherry Creek Investment Advisors's FTRI Position: Q4 2024 in Review

Cherry Creek Investment Advisors 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 14,453 shares — an estimated $195K sold.

Cherry Creek Investment Advisors first reported a position in FTRI in Q3 2024 and held it in 1 quarter. The position peaked at $195K in Q3 2024. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

  • Cherry Creek Investment Advisors 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.
  • Cherry Creek Investment Advisors sold 14,453 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2024, an estimated $195K.
  • Cherry Creek Investment Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2024 and held it in 1 quarter.
  • Cherry Creek Investment Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $195K in Q3 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 Cherry Creek Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.