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Crumly & Associates’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Crumly & Associates’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 		$360K Buy
22,683
+6,821
+43% +$118K 0.07% 146
2026
Q1 		$283K Buy
15,862
+3,766
+31% +$66.6K 0.06% 164
2025
Q4 		$190K Sell
12,096
-259
-2% -$3.94K 0.04% 201
2025
Q3 		$188K Sell
12,355
-5,111
-29% -$75.2K 0.04% 190
2025
Q2 		$249K Buy
+17,466
New +$235K 0.06% 140

Other funds holding FTRI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LW
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Crumly & Associates's FTRI Position: Q2 2026 in Review

Crumly & Associates increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 43% in Q2 2026, buying an estimated $118K and bringing the position to 22,683 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #146.

Crumly & Associates first reported a position in FTRI in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

  • Crumly & Associates held 22,683 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $360K as of Q2 2026.
  • Crumly & Associates bought 6,821 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $118K.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #146 holding.
  • Crumly & Associates first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 34 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 Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.