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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 72 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.
72 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.