OneDigital Investment Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,902
| Closed | -$423K | – | 1382 |
|
|
2024
Q1 | $423K | Buy |
31,902
+1,984
| +7% | +$26.3K | 0.01% | 799 |
|
|
2023
Q4 | $390K | Buy |
29,918
+331
| +1% | +$4.31K | 0.01% | 816 |
|
|
2023
Q3 | $374K | Sell |
29,587
-2,587
| -8% | -$32.7K | 0.01% | 726 |
|
|
2023
Q2 | $404K | Sell |
32,174
-27,208
| -46% | -$342K | 0.01% | 718 |
|
|
2023
Q1 | $787K | Buy |
59,382
+35,432
| +148% | +$470K | 0.02% | 459 |
|
|
2022
Q4 | $328K | Buy |
23,950
+5,047
| +27% | +$69.2K | 0.01% | 640 |
|
|
2022
Q3 | $231K | Buy |
18,903
+2,850
| +18% | +$34.8K | 0.01% | 670 |
|
|
2022
Q2 | $213K | Buy |
+16,053
| New | +$213K | 0.01% | 643 |
|