Columbia Advisory 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
Q2 | $361K | Sell |
25,341
-1,301
| -5% | -$18.5K | 0.27% | 57 |
|
2025
Q1 | $353K | Sell |
26,642
-3,000
| -10% | -$39.7K | 0.31% | 49 |
|
2024
Q4 | $356K | Buy |
29,642
+1,836
| +7% | +$22.1K | 0.33% | 44 |
|
2024
Q3 | $375K | Buy |
27,806
+4,522
| +19% | +$61K | 0.36% | 37 |
|
2024
Q2 | $302K | Sell |
23,284
-6,264
| -21% | -$81.2K | 0.29% | 42 |
|
2024
Q1 | $392K | Sell |
29,548
-13,729
| -32% | -$182K | 0.4% | 35 |
|
2023
Q4 | $563K | Buy |
43,277
+7,403
| +21% | +$96.4K | 0.58% | 26 |
|
2023
Q3 | $453K | Sell |
35,874
-2,271
| -6% | -$28.7K | 0.49% | 31 |
|
2023
Q2 | $479K | Buy |
38,145
+24,522
| +180% | +$308K | 0.51% | 29 |
|
2023
Q1 | $181K | Buy |
+13,623
| New | +$181K | 0.17% | 55 |
|