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

Cambridge 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
2026 Q2	$271K	Buy	17,103 +21	+0.1%	+$364	0.05%	165
2026 Q1	$305K	Sell	17,082 -287	-2%	-$5.08K	0.06%	152
2025 Q4	$272K	Sell	17,369 -1,129	-6%	-$17.2K	0.05%	159
2025 Q3	$281K	Sell	18,498 -57	-0.3%	-$839	0.05%	153
2025 Q2	$264K	Buy	18,555 +48	+0.3%	+$647	0.06%	156
2025 Q1	$245K	Sell	18,507 -263	-1%	-$3.34K	0.05%	161
2024 Q4	$226K	Sell	18,770 -2,066	-10%	-$26.9K	0.05%	162
2024 Q3	$281K	Sell	20,836 -2,833	-12%	-$37.4K	0.06%	148
2024 Q2	$307K	Sell	23,669 -1,176	-5%	-$15.9K	0.07%	137
2024 Q1	$330K	Sell	24,845 -4,716	-16%	-$59.4K	0.08%	135
2023 Q4	$385K	Sell	29,561 -43,129	-59%	-$544K	0.1%	132
2023 Q3	$918K	Sell	72,690 -32,241	-31%	-$418K	0.25%	69
2023 Q2	$1.32M	Sell	104,931 -6,952	-6%	-$89K	0.34%	45
2023 Q1	$1.48M	Sell	111,883 -1,920	-2%	-$26.6K	0.38%	41
2022 Q4	$1.56M	Sell	113,803 -3,040	-3%	-$40.9K	0.42%	36
2022 Q3	$1.43M	Buy	116,843 +6,692	+6%	+$89.4K	0.41%	36
2022 Q2	$1.47M	Buy	+110,151	New	+$1.71M	0.4%	39

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors's FTRI Position: Q2 2026 in Review

Cambridge Advisors increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.12% in Q2 2026, buying an estimated $364 and bringing the position to 17,103 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #165.

Cambridge Advisors first reported a position in FTRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2022. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Cambridge Advisors held 17,103 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $271K as of Q2 2026.
Cambridge Advisors bought 21 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $364.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.05% of Cambridge Advisors's portfolio in Q2 2026, its #165 holding.
Cambridge Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2022 and has held it in 17 quarters since.
Cambridge Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $1.56M in Q4 2022.
72 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 Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.