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

Chris Bulman’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 		$334K Sell
19,921
-3,336
-14% -$57.9K 0.12% 116
2026
Q2 		$369K Sell
23,257
-2,800
-11% -$48.5K 0.13% 101
2026
Q1 		$465K Buy
26,057
+21
+0.1% +$371 0.2% 80
2025
Q4 		$408K Buy
26,036
+5,162
+25% +$78.5K 0.18% 80
2025
Q3 		$317K Buy
+20,874
New +$307K 0.16% 89

Other funds holding FTRI

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Chris Bulman's FTRI Position: Q3 2026 in Review

Chris Bulman reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 14% in Q3 2026, selling an estimated $57.9K and leaving 19,921 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #116.

Chris Bulman first reported a position in FTRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $465K in Q1 2026. 15 funds tracked by Wall St. Rank hold FTRI as of Q3 2026.

  • Chris Bulman held 19,921 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $334K as of Q3 2026.
  • Chris Bulman sold 3,336 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2026, an estimated $57.9K.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.12% of Chris Bulman's portfolio in Q3 2026, its #116 holding.
  • Chris Bulman first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Chris Bulman's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $465K in Q1 2026.
  • 15 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 Chris Bulman's 13F filing for Q3 2026, filed 20 Oct 2026.