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Financial Gravity Asset Management’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-1,600
Closed -$20 – 1441
2023
Q2 		$20 Buy
+1,600
New +$20.5K ﹤0.01% 1487

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's FTRI Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q3 2023, closing a stake of 1,600 shares — an estimated $20 sold.

Financial Gravity Asset Management first reported a position in FTRI in Q2 2023 and held it in 1 quarter. The position peaked at $20 in Q2 2023. 83 funds tracked by Wall St. Rank hold FTRI as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,600 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2023, an estimated $20.
  • Financial Gravity Asset Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $20 in Q2 2023.
  • 83 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.