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

Waterloo Capital’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
2020
Q1 		$153K Buy
+18,200
New +$201K 0.11% 150

Other funds holding FTRI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $254M AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waterloo Capital's FTRI Position: Q1 2020 in Review

Waterloo Capital opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2020: 18,200 shares worth $153K. The stake represents 0.11% of the portfolio and ranks #150 among its holdings.

12 funds tracked by Wall St. Rank hold FTRI as of Q1 2020.

  • Waterloo Capital held 18,200 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $153K as of Q1 2020.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new Waterloo Capital position in Q1 2020.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.11% of Waterloo Capital's portfolio in Q1 2020, its #150 holding.
  • 12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.