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

StoneX Group’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
Q1 		– Sell
-24,689
Closed -$338K – 541
2022
Q4 		$338K Sell
24,689
-557
-2% -$7.49K 0.05% 274
2022
Q3 		$308K Buy
25,246
+1,371
+6% +$18.3K 0.06% 211
2022
Q2 		$317K Buy
+23,875
New +$370K 0.05% 242

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

StoneX Group's FTRI Position: Q1 2023 in Review

StoneX Group sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2023, closing a stake of 24,689 shares — an estimated $338K sold.

StoneX Group first reported a position in FTRI in Q2 2022 and held it in 3 quarters. The position peaked at $338K in Q4 2022. 85 funds tracked by Wall St. Rank hold FTRI as of Q1 2023.

  • StoneX Group reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 24,689 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2023, an estimated $338K.
  • StoneX Group 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.
  • StoneX Group's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $338K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.