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

AssetMark Inc’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
2026
Q2 		$17.4K Buy
+1,096
New +$19K ﹤0.01% 2233

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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's FTRI Position: Q2 2026 in Review

AssetMark Inc opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2026: 1,096 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #2233 among its holdings.

39 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

  • AssetMark Inc held 1,096 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $17.4K as of Q2 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new AssetMark Inc position in Q2 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2233 holding.
  • 39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.