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Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Steward Partners Investment Advisory’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
-1,347
Closed -$16.2K – 4065
2024
Q4 		$16.2K Buy
+1,347
New +$17.5K ﹤0.01% 2894

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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

Steward Partners Investment Advisory's FTRI Position: Q1 2025 in Review

Steward Partners Investment Advisory 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 1,347 shares — an estimated $16.2K sold.

Steward Partners Investment Advisory first reported a position in FTRI in Q4 2024 and held it in 1 quarter. The position peaked at $16.2K in Q4 2024. 67 funds tracked by Wall St. Rank hold FTRI as of Q1 2025.

  • Steward Partners Investment Advisory 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.
  • Steward Partners Investment Advisory sold 1,347 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2025, an estimated $16.2K.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $16.2K in Q4 2024.
  • 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 Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.