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 Q3	$287K	Buy	17,120 +17	+0.1%	+$295	0.05%	162
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	$1.46M	Buy	+110,151	New	+$1.71M	0.4%	39

Other funds holding FTRI

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $160M AUM 11.88% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Cambridge Advisors's FTRI Position: Q3 2026 in Review

Cambridge Advisors increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.1% in Q3 2026, buying an estimated $295 and bringing the position to 17,120 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #162.

Cambridge Advisors first reported a position in FTRI in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2022. 24 funds tracked by Wall St. Rank hold FTRI as of Q3 2026.

Cambridge Advisors held 17,120 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $287K as of Q3 2026.
Cambridge Advisors bought 17 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2026, an estimated $295.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.05% of Cambridge Advisors's portfolio in Q3 2026, its #162 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 18 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.
24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.