Atria Wealth Solutions’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$368K	Buy	25,873 +4,978	+24%	+$67.1K	0.01%	1065
2025 Q1	$277K	Buy	20,895 +6,654	+47%	+$84.5K	﹤0.01%	1521
2024 Q4	$171K	Buy	+14,241	New	+$185K	﹤0.01%	1858

Other funds holding FTRI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Atria Wealth Solutions's FTRI Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 24% in Q2 2025, buying an estimated $67.1K and bringing the position to 25,873 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1065.

Atria Wealth Solutions first reported a position in FTRI in Q4 2024 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold FTRI as of Q2 2025.

Atria Wealth Solutions held 25,873 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $368K as of Q2 2025.
Atria Wealth Solutions bought 4,978 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2025, an estimated $67.1K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1065 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.