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O'Donnell Financial Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

O'Donnell Financial Services’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
Q3 		– Sell
-489,522
Closed -$6.51M – 28
2022
Q2 		$6.51M Buy
+489,522
New +$7.58M 5.33% 7

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

O'Donnell Financial Services's FTRI Position: Q3 2022 in Review

O'Donnell Financial Services sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q3 2022, closing a stake of 489,522 shares — an estimated $6.51M sold.

O'Donnell Financial Services first reported a position in FTRI in Q2 2022 and held it in 1 quarter. The position peaked at $6.51M in Q2 2022. 80 funds tracked by Wall St. Rank hold FTRI as of Q3 2022.

  • O'Donnell Financial Services reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q3 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 489,522 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2022, an estimated $6.51M.
  • O'Donnell Financial Services 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 1 quarter.
  • O'Donnell Financial Services's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $6.51M in Q2 2022.
  • 80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.