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

Leelyn Smith’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
2022
Q4 		– Sell
-420
Closed -$5K – 477
2022
Q3 		$5K Buy
+420
New +$5.61K ﹤0.01% 363

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Leelyn Smith's FTRI Position: Q4 2022 in Review

Leelyn Smith sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q4 2022, closing a stake of 420 shares — an estimated $5K sold.

Leelyn Smith first reported a position in FTRI in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 79 funds tracked by Wall St. Rank hold FTRI as of Q4 2022.

  • Leelyn Smith reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 420 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2022, an estimated $5K.
  • Leelyn Smith first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $5K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.