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MassMutual Private Wealth & Trust’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-450
Closed -$5.41K – 2401
2024
Q4 		$5.41K Buy
+450
New +$5.85K ﹤0.01% 1507

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTRI Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2025, closing a stake of 450 shares — an estimated $5.41K sold.

MassMutual Private Wealth & Trust first reported a position in FTRI in Q4 2024 and held it in 1 quarter. The position peaked at $5.41K in Q4 2024. 67 funds tracked by Wall St. Rank hold FTRI as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 450 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2025, an estimated $5.41K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $5.41K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.