Money Concepts Capital’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Money Concepts Capital’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	-5,473	Closed	-$75K	–	1392
2022 Q4	$75K	Buy	+5,473	New	+$73.6K	﹤0.01%	1088

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 $836M AUM 21.04% 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 $969M AUM 20.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Money Concepts Capital's FTRI Position: Q1 2023 in Review

Money Concepts Capital 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 5,473 shares — an estimated $75K sold.

Money Concepts Capital first reported a position in FTRI in Q4 2022 and held it in 1 quarter. The position peaked at $75K in Q4 2022. 85 funds tracked by Wall St. Rank hold FTRI as of Q1 2023.

Money Concepts Capital 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.
Money Concepts Capital sold 5,473 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2023, an estimated $75K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $75K in Q4 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.