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B. Riley Wealth Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-13,039
Closed -$157K – 1353
2024
Q4 		$157K Buy
13,039
+8
+0.1% +$104 0.01% 1059
2024
Q3 		$177K Sell
13,031
-48,778
-79% -$644K ﹤0.01% 1159
2024
Q2 		$802K Sell
61,809
-8,570
-12% -$116K 0.02% 615
2024
Q1 		$889K Buy
70,379
+10,706
+18% +$135K 0.02% 563
2023
Q4 		$777K Sell
59,673
-10,706
-15% -$135K 0.02% 610
2023
Q3 		$889K Buy
70,379
+3,963
+6% +$51.4K 0.02% 563
2023
Q2 		$835K Buy
66,416
+5,973
+10% +$76.4K 0.02% 630
2023
Q1 		$801K Buy
60,443
+6,384
+12% +$88.3K 0.02% 614
2022
Q4 		$741K Buy
54,059
+16,832
+45% +$226K 0.02% 646
2022
Q3 		$455K Sell
37,227
-12,219
-25% -$163K 0.01% 798
2022
Q2 		$658K Buy
49,446
+31,818
+180% +$493K 0.03% 556
2022
Q1 		$292K Buy
+17,628
New +$270K 0.01% 1024

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

B. Riley Wealth Advisors's FTRI Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2025, closing a stake of 13,039 shares — an estimated $157K sold.

B. Riley Wealth Advisors first reported a position in FTRI in Q1 2022 and held it in 12 quarters. The position peaked at $889K in Q1 2024. 67 funds tracked by Wall St. Rank hold FTRI as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,039 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2025, an estimated $157K.
  • B. Riley Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and held it in 12 quarters.
  • B. Riley Wealth Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $889K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.