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

IFP 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	-100	Closed	-$1.35K	–	4618
2024 Q3	$1.35K	Hold	100	–	–	﹤0.01%	3023
2024 Q2	$1.3K	Sell	100 -484	-83%	-$6.52K	﹤0.01%	2925
2024 Q1	$7.75K	Sell	584 -316	-35%	-$3.98K	﹤0.01%	2324
2023 Q4	$11.7K	Sell	900 -300	-25%	-$3.79K	﹤0.01%	2134
2023 Q3	$15.2K	Hold	1,200	–	–	﹤0.01%	2076
2023 Q2	$15.1K	Hold	1,200	–	–	﹤0.01%	2140
2023 Q1	$15.5K	Sell	1,200 -34,130	-97%	-$472K	﹤0.01%	2114
2022 Q4	$458K	Sell	35,330 -6,286	-15%	-$84.5K	0.01%	932
2022 Q3	$538K	Buy	41,616 +9,806	+31%	+$131K	0.01%	897
2022 Q2	$409K	Hold	31,810	–	–	0.01%	927
2022 Q1	$409K	Buy	31,810 +31,310	+6,262%	+$479K	0.01%	927
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	2345
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	2421
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	2349
2021 Q1	$7K	Hold	500	–	–	﹤0.01%	2278
2020 Q4	$6K	Hold	500	–	–	﹤0.01%	2248
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	2170
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	2082
2020 Q1	$4K	Hold	500	–	–	﹤0.01%	2143
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	2115
2019 Q3	$6K	Buy	+500	New	+$5.79K	﹤0.01%	2281
2019 Q1	–	Sell	-500	Closed	-$5K	–	2726
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	2837
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	3128
2018 Q2	$6K	Hold	500	–	–	﹤0.01%	3161
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	3065
2017 Q4	$6K	Hold	500	–	–	﹤0.01%	3111
2017 Q3	$6K	Hold	500	–	–	﹤0.01%	3295
2017 Q2	$5K	Hold	500	–	–	﹤0.01%	3389
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	3198
2016 Q4	$6K	Buy	+500	New	+$5.47K	﹤0.01%	3187

Other funds holding FTRI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors's FTRI Position: Q4 2024 in Review

IFP 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 100 shares — an estimated $1.35K sold.

IFP Advisors first reported a position in FTRI in Q4 2016 and held it in 30 quarters. The position peaked at $538K in Q3 2022. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

IFP 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.
IFP Advisors sold 100 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2024, an estimated $1.35K.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2016 and held it in 30 quarters.
IFP Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $538K in Q3 2022.
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 IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.