WCFA
Walkner Condon Financial Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
19,180
+1,630
| +9% | +$23.2K | 0.05% | 229 |
|
|
2025
Q1 | $232K | Buy |
17,550
+121
| +0.7% | +$1.6K | 0.05% | 245 |
|
|
2024
Q4 | $210K | Buy |
17,429
+1,037
| +6% | +$12.5K | 0.04% | 266 |
|
|
2024
Q3 | $221K | Buy |
16,392
+135
| +0.8% | +$1.82K | 0.05% | 253 |
|
|
2024
Q2 | $211K | Sell |
16,257
-1,414
| -8% | -$18.3K | 0.05% | 243 |
|
|
2024
Q1 | $235K | Sell |
17,671
-144,747
| -89% | -$1.92M | 0.05% | 244 |
|
|
2023
Q4 | $2.11M | Buy |
+162,418
| New | +$2.11M | 0.48% | 57 |
|
|
2023
Q2 | – | Sell |
-12,448
| Closed | -$165K | – | 242 |
|
|
2023
Q1 | $165K | Hold |
12,448
| – | – | 0.05% | 231 |
|
|
2022
Q4 | $171K | Sell |
12,448
-50
| -0.4% | -$685 | 0.05% | 226 |
|
|
2022
Q3 | $153K | Buy |
12,498
+2,235
| +22% | +$27.4K | 0.05% | 212 |
|
|
2022
Q2 | $136K | Buy |
+10,263
| New | +$136K | 0.04% | 212 |
|