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

Snowden Capital 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
2024
Q2 		– Sell
-12,162
Closed -$161K – 1201
2024
Q1 		$161K Sell
12,162
-123,157
-91% -$1.55M 0.01% 1143
2023
Q4 		$1.76M Sell
135,319
-185
-0.1% -$2.33K 0.07% 313
2023
Q3 		$1.71M Buy
135,504
+990
+0.7% +$12.8K 0.07% 294
2023
Q2 		$1.69M Sell
134,514
-969
-0.7% -$12.4K 0.06% 321
2023
Q1 		$1.8M Buy
135,483
+5,589
+4% +$77.3K 0.07% 302
2022
Q4 		$1.78M Buy
129,894
+32
+0% +$430 0.07% 306
2022
Q3 		$1.58M Buy
129,862
+255
+0.2% +$3.4K 0.07% 309
2022
Q2 		$1.72M Buy
129,607
+246
+0.2% +$3.81K 0.08% 286
2022
Q1 		$2.14M Buy
129,361
+920
+0.7% +$14.1K 0.09% 263
2021
Q4 		$1.78M Sell
128,441
-18,681
-13% -$249K 0.09% 255
2021
Q3 		$1.92M Buy
147,122
+6,566
+5% +$93.6K 0.1% 258
2021
Q2 		$2.06M Buy
+140,556
New +$2.04M 0.1% 257

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Royal Bank of Canada
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Snowden Capital Advisors's FTRI Position: Q2 2024 in Review

Snowden Capital Advisors sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2024, closing a stake of 12,162 shares — an estimated $161K sold.

Snowden Capital Advisors first reported a position in FTRI in Q2 2021 and held it in 12 quarters. The position peaked at $2.14M in Q1 2022. 76 funds tracked by Wall St. Rank hold FTRI as of Q2 2024.

  • Snowden Capital Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q2 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 12,162 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2024, an estimated $161K.
  • Snowden Capital Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2021 and held it in 12 quarters.
  • Snowden Capital Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $2.14M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2024.

Based on Snowden Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.