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

Jaffetilchin Investment 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
2023 Q1	–	Sell	-29,210	Closed	-$400K	–	366
2022 Q4	$400K	Buy	29,210 +3,064	+12%	+$41.2K	0.05%	229
2022 Q3	$319K	Sell	26,146 -28,044	-52%	-$374K	0.04%	239
2022 Q2	$720K	Buy	54,190 +21,774	+67%	+$337K	0.09%	155
2022 Q1	$471K	Buy	+32,416	New	+$496K	0.06%	191

Other funds holding FTRI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jaffetilchin Investment Partners's FTRI Position: Q1 2023 in Review

Jaffetilchin Investment Partners sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2023, closing a stake of 29,210 shares — an estimated $400K sold.

Jaffetilchin Investment Partners first reported a position in FTRI in Q1 2022 and held it in 4 quarters. The position peaked at $720K in Q2 2022. 85 funds tracked by Wall St. Rank hold FTRI as of Q1 2023.

Jaffetilchin Investment Partners reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2023 after selling out during the quarter.
Jaffetilchin Investment Partners sold 29,210 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2023, an estimated $400K.
Jaffetilchin Investment Partners first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and held it in 4 quarters.
Jaffetilchin Investment Partners's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $720K in Q2 2022.
85 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2023, filed 11 May 2023.