RiverTree Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

RiverTree Advisors’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
2023 Q2	–	Sell	-32,449	Closed	-$430K	–	34
2023 Q1	$430K	Buy	+32,449	New	+$449K	0.31%	28
2022 Q4	–	Sell	-215,040	Closed	-$2.63M	–	40
2022 Q3	$2.63M	Buy	215,040 +75	+0%	+$1K	2.15%	17
2022 Q2	$2.86M	Buy	+214,965	New	+$3.33M	2.22%	17

Other funds holding FTRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

RiverTree Advisors's FTRI Position: Q2 2023 in Review

RiverTree Advisors sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2023, closing a stake of 32,449 shares — an estimated $430K sold.

RiverTree Advisors first reported a position in FTRI in Q2 2022 and held it in 3 quarters. The position peaked at $2.86M in Q2 2022. 79 funds tracked by Wall St. Rank hold FTRI as of Q2 2023.

RiverTree Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q2 2023 after selling out during the quarter.
RiverTree Advisors sold 32,449 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2023, an estimated $430K.
RiverTree Advisors 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 3 quarters.
RiverTree Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $2.86M in Q2 2022.
79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2023.

Based on RiverTree Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.