Nations Financial Group’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Nations Financial Group’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	-44,765	Closed	-$604K	–	683
2024 Q3	$604K	Sell	44,765 -1,609	-3%	-$21.2K	0.04%	392
2024 Q2	$601K	Buy	46,374 +1,692	+4%	+$22.8K	0.05%	367
2024 Q1	$593K	Sell	44,682 -515	-1%	-$6.48K	0.05%	369
2023 Q4	$588K	Buy	45,197 +1,529	+4%	+$19.3K	0.05%	345
2023 Q3	$551K	Buy	43,668 +582	+1%	+$7.54K	0.06%	340
2023 Q2	$542K	Buy	43,086 +3,809	+10%	+$48.8K	0.05%	364
2023 Q1	$521K	Buy	39,277 +4,199	+12%	+$58.1K	0.05%	355
2022 Q4	$481K	Buy	35,078 +5,437	+18%	+$73.1K	0.05%	366
2022 Q3	$362K	Buy	29,641 +4,728	+19%	+$63.1K	0.05%	363
2022 Q2	$331K	Buy	+24,913	New	+$386K	0.04%	391

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

Nations Financial Group's FTRI Position: Q4 2024 in Review

Nations Financial Group 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 44,765 shares — an estimated $604K sold.

Nations Financial Group first reported a position in FTRI in Q2 2022 and held it in 10 quarters. The position peaked at $604K in Q3 2024. 77 funds tracked by Wall St. Rank hold FTRI as of Q4 2024.

Nations Financial Group 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.
Nations Financial Group sold 44,765 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q4 2024, an estimated $604K.
Nations Financial Group first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2022 and held it in 10 quarters.
Nations Financial Group's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $604K in Q3 2024.
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 Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.