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Global Retirement Partners’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Global Retirement Partners’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 		$23.6K Hold
1,959
– – ﹤0.01% 2003
2024
Q3 		$26.4K Hold
1,959
– – ﹤0.01% 1861
2024
Q2 		$25.4K Hold
1,959
– – ﹤0.01% 1862
2024
Q1 		$26K Buy
1,959
+4
+0.2% +$50 ﹤0.01% 1700
2023
Q4 		$24.3K Sell
1,955
-11
-0.6% -$139 ﹤0.01% 1671
2023
Q3 		$23.6K Buy
1,966
+11
+0.6% +$143 ﹤0.01% 1578
2023
Q2 		$24.6K Buy
1,955
+19
+1% +$243 ﹤0.01% 1585
2023
Q1 		$24.4K Buy
1,936
+1,906
+6,353% +$26.4K ﹤0.01% 1551
2022
Q4 		$411 Hold
30
– – ﹤0.01% 2801
2022
Q3 		$0 Hold
30
– – ﹤0.01% 2782
2022
Q2 		$0 Sell
30
-213
-88% -$3.3K ﹤0.01% 2743
2022
Q1 		$4K Buy
+243
New +$3.72K ﹤0.01% 1955

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $79.5B AUM 27.1% 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 $110B AUM 26.29% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

Global Retirement Partners's FTRI Position: Q4 2024 in Review

Global Retirement Partners held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q4 2024 at 1,959 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Global Retirement Partners first reported a position in FTRI in Q1 2022 and has held it in 12 quarters since. The position peaked at $26.4K in Q3 2024. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

  • Global Retirement Partners held 1,959 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $23.6K as of Q4 2024.
  • Global Retirement Partners left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q4 2024.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2003 holding.
  • Global Retirement Partners 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.
  • Global Retirement Partners's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $26.4K 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 Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.