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 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

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

Chris Bulman's FTRI Position: Q1 2026 in Review

Chris Bulman increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.08% in Q1 2026, buying an estimated $371 and bringing the position to 26,057 shares worth $465K. The position accounts for 0.2% of the portfolio, ranked #80.

Chris Bulman first reported a position in FTRI in Q3 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Chris Bulman held 26,057 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $465K as of Q1 2026.
Chris Bulman bought 21 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $371.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.2% of Chris Bulman's portfolio in Q1 2026, its #80 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 3 quarters since.
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 Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.