Peterson Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,034
| Closed | -$109K | – | 214 |
|
|
2024
Q4 | $109K | Sell |
9,034
-4,771
| -35% | -$57.4K | 0.03% | 140 |
|
|
2024
Q3 | $186K | Buy |
13,805
+162
| +1% | +$2.19K | 0.06% | 126 |
|
|
2024
Q2 | $177K | Buy |
13,643
+195
| +1% | +$2.53K | 0.06% | 111 |
|
|
2024
Q1 | $179K | Buy |
13,448
+63
| +0.5% | +$836 | 0.07% | 112 |
|
|
2023
Q4 | $174K | Buy |
+13,385
| New | +$174K | 0.07% | 105 |
|
|
2023
Q3 | – | Sell |
-13,120
| Closed | -$165K | – | 72 |
|
|
2023
Q2 | $165K | Sell |
13,120
-16,079
| -55% | -$202K | 0.08% | 89 |
|
|
2023
Q1 | $387K | Buy |
29,199
+10,049
| +52% | +$133K | 0.2% | 73 |
|
|
2022
Q4 | $263K | Buy |
+19,150
| New | +$263K | 0.15% | 76 |
|