Peterson Wealth Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Peterson Wealth 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
2025 Q1	–	Sell	-9,034	Closed	-$109K	–	214
2024 Q4	$109K	Sell	9,034 -4,771	-35%	-$62K	0.03%	140
2024 Q3	$186K	Buy	13,805 +162	+1%	+$2.14K	0.06%	126
2024 Q2	$177K	Buy	13,643 +195	+1%	+$2.63K	0.06%	111
2024 Q1	$179K	Buy	13,448 +63	+0.5%	+$793	0.07%	112
2023 Q4	$174K	Buy	+13,385	New	+$169K	0.07%	105
2023 Q3	–	Sell	-13,120	Closed	-$165K	–	72
2023 Q2	$165K	Sell	13,120 -16,079	-55%	-$206K	0.08%	89
2023 Q1	$387K	Buy	29,199 +10,049	+52%	+$139K	0.2%	73
2022 Q4	$263K	Buy	+19,150	New	+$257K	0.15%	76

Other funds holding FTRI

LPL Financial San Diego, California $377B AUM 19.32% 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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Peterson Wealth Services's FTRI Position: Q1 2025 in Review

Peterson Wealth Services sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2025, closing a stake of 9,034 shares — an estimated $109K sold.

Peterson Wealth Services first reported a position in FTRI in Q4 2022 and held it in 8 quarters. The position peaked at $387K in Q1 2023. 67 funds tracked by Wall St. Rank hold FTRI as of Q1 2025.

Peterson Wealth Services reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2025 after selling out during the quarter.
Peterson Wealth Services sold 9,034 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2025, an estimated $109K.
Peterson Wealth Services first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2022 and held it in 8 quarters.
Peterson Wealth Services's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $387K in Q1 2023.
67 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.