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

Next 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
2017 Q1	–	Sell	-200	Closed	-$2K	–	2012
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	2156
2016 Q3	$2K	Buy	+200	New	+$2.13K	﹤0.01%	2148

Other funds holding FTRI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Next Financial Group's FTRI Position: Q1 2017 in Review

Next Financial Group sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2017, closing a stake of 200 shares — an estimated $2K sold.

Next Financial Group first reported a position in FTRI in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 13 funds tracked by Wall St. Rank hold FTRI as of Q1 2017.

Next Financial Group reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 200 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2017, an estimated $2K.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2016 and held it in 2 quarters.
Next Financial Group's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $2K in Q4 2016.
13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.