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

Benjamin Edwards 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 Q1	–	Sell	-85,976	Closed	-$1.35M	–	1380
2025 Q4	$1.35M	Sell	85,976 -20,975	-20%	-$319K	0.01%	614
2025 Q3	$1.63M	Buy	+106,951	New	+$1.57M	0.02%	543
2024 Q3	–	Sell	-13,797	Closed	-$179K	–	1130
2024 Q2	$179K	Sell	13,797 -6,822	-33%	-$92K	0.03%	353
2024 Q1	$274K	Sell	20,619 -2,332	-10%	-$29.4K	0.05%	294
2023 Q4	$299K	Buy	22,951 +8	+0%	+$101	0.07%	257
2023 Q3	$290K	Buy	22,943 +638	+3%	+$8.27K	0.07%	231
2023 Q2	$280K	Buy	22,305 +8,701	+64%	+$111K	0.07%	232
2023 Q1	$180K	Buy	+13,604	New	+$188K	0.04%	296

Other funds holding FTRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PNC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Benjamin Edwards Inc's FTRI Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026, closing a stake of 85,976 shares — an estimated $1.35M sold.

Benjamin Edwards Inc first reported a position in FTRI in Q1 2023 and held it in 8 quarters. The position peaked at $1.63M in Q3 2025. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Benjamin Edwards Inc reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 85,976 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $1.35M.
Benjamin Edwards Inc first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2023 and held it in 8 quarters.
Benjamin Edwards Inc's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $1.63M in Q3 2025.
72 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.