SPI
FTRI icon

Sutton Place Investors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Sutton Place Investors’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
2022
Q3 		– Sell
-17,060
Closed -$227K – 64
2022
Q2 		$227K Sell
17,060
-400
-2% -$6.19K 0.33% 58
2022
Q1 		$277K Buy
17,460
+750
+4% +$11.5K 0.33% 59
2021
Q4 		$232K Buy
+16,710
New +$223K 0.27% 70

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sutton Place Investors's FTRI Position: Q3 2022 in Review

Sutton Place Investors sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q3 2022, closing a stake of 17,060 shares — an estimated $227K sold.

Sutton Place Investors first reported a position in FTRI in Q4 2021 and held it in 3 quarters. The position peaked at $277K in Q1 2022. 80 funds tracked by Wall St. Rank hold FTRI as of Q3 2022.

  • Sutton Place Investors reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q3 2022 after selling out during the quarter.
  • Sutton Place Investors sold 17,060 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2022, an estimated $227K.
  • Sutton Place Investors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2021 and held it in 3 quarters.
  • Sutton Place Investors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $277K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2022.

Based on Sutton Place Investors's 13F filing for Q3 2022, filed 14 Nov 2022.