Columbia Advisory Partners’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Columbia Advisory Partners’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	$215K	Sell	13,576 -110	-0.8%	-$1.91K	0.12%	98
2026 Q1	$244K	Sell	13,686 -1,799	-12%	-$31.8K	0.16%	82
2025 Q4	$243K	Sell	15,485 -2,446	-14%	-$37.2K	0.17%	75
2025 Q3	$272K	Sell	17,931 -7,410	-29%	-$109K	0.19%	68
2025 Q2	$361K	Sell	25,341 -1,301	-5%	-$17.5K	0.27%	57
2025 Q1	$353K	Sell	26,642 -3,000	-10%	-$38.1K	0.31%	49
2024 Q4	$356K	Buy	29,642 +1,836	+7%	+$23.9K	0.33%	44
2024 Q3	$375K	Buy	27,806 +4,522	+19%	+$59.7K	0.36%	37
2024 Q2	$302K	Sell	23,284 -6,264	-21%	-$84.4K	0.29%	42
2024 Q1	$392K	Sell	29,548 -13,729	-32%	-$173K	0.4%	35
2023 Q4	$563K	Buy	43,277 +7,403	+21%	+$93.4K	0.58%	26
2023 Q3	$453K	Sell	35,874 -2,271	-6%	-$29.4K	0.49%	31
2023 Q2	$479K	Buy	38,145 +24,522	+180%	+$314K	0.51%	29
2023 Q1	$181K	Buy	+13,623	New	+$188K	0.17%	55

Other funds holding FTRI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FFA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Columbia Advisory Partners's FTRI Position: Q2 2026 in Review

Columbia Advisory Partners reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.8% in Q2 2026, selling an estimated $1.91K and leaving 13,576 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #98.

Columbia Advisory Partners first reported a position in FTRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $563K in Q4 2023. 29 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Columbia Advisory Partners held 13,576 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $215K as of Q2 2026.
Columbia Advisory Partners sold 110 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $1.91K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.12% of Columbia Advisory Partners's portfolio in Q2 2026, its #98 holding.
Columbia Advisory Partners first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2023 and has held it in 14 quarters since.
Columbia Advisory Partners's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $563K in Q4 2023.
29 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 Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.