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

Cambridge Investment Research 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
Q1 		$5.86M Buy
328,026
+85,452
+35% +$1.51M 0.02% 880
2025
Q4 		$3.8M Sell
242,574
-46,281
-16% -$704K 0.01% 1079
2025
Q3 		$4.39M Sell
288,855
-120,547
-29% -$1.77M 0.01% 986
2025
Q2 		$5.83M Sell
409,402
-36,740
-8% -$495K 0.02% 771
2025
Q1 		$5.91M Sell
446,142
-24,102
-5% -$306K 0.02% 714
2024
Q4 		$5.66M Sell
470,244
-4,598
-1% -$59.8K 0.02% 736
2024
Q3 		$6.41M Sell
474,842
-1,926
-0.4% -$25.4K 0.02% 684
2024
Q2 		$6.18M Sell
476,768
-41,557
-8% -$560K 0.02% 658
2024
Q1 		$6.88M Sell
518,325
-36,031
-6% -$453K 0.03% 598
2023
Q4 		$7.22M Sell
554,356
-56,337
-9% -$711K 0.03% 541
2023
Q3 		$7.71M Buy
610,693
+62,305
+11% +$807K 0.04% 465
2023
Q2 		$6.89M Buy
548,388
+48,249
+10% +$618K 0.03% 512
2023
Q1 		$6.63M Buy
500,139
+236,186
+89% +$3.27M 0.03% 504
2022
Q4 		$3.62M Buy
263,953
+179,090
+211% +$2.41M 0.02% 756
2022
Q3 		$1.04M Buy
84,863
+4,217
+5% +$56.3K 0.01% 1453
2022
Q2 		$1.07M Buy
80,646
+53,719
+199% +$832K 0.01% 1431
2022
Q1 		$446K Buy
26,927
+8,086
+43% +$124K ﹤0.01% 2206
2021
Q4 		$261K Sell
18,841
-37,608
-67% -$502K ﹤0.01% 2667
2021
Q3 		$736K Buy
56,449
+5,230
+10% +$74.6K ﹤0.01% 1763
2021
Q2 		$751K Sell
51,219
-6,221
-11% -$90.5K ﹤0.01% 1750
2021
Q1 		$766K Buy
57,440
+39,100
+213% +$512K ﹤0.01% 1613
2020
Q4 		$217K Buy
18,340
+525
+3% +$5.62K ﹤0.01% 2412
2020
Q3 		$172K Buy
17,815
+505
+3% +$5.11K ﹤0.01% 2285
2020
Q2 		$167K Buy
+17,310
New +$161K ﹤0.01% 2216

Other funds holding FTRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors's FTRI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 35% in Q1 2026, buying an estimated $1.51M and bringing the position to 328,026 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #880.

Cambridge Investment Research Advisors first reported a position in FTRI in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.71M in Q3 2023. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

  • Cambridge Investment Research Advisors held 328,026 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $5.86M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 85,452 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $1.51M.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #880 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2020 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $7.71M in Q3 2023.
  • 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 Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.