DHJJ Financial Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

DHJJ Financial Advisors’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	$286	Hold	16	–	–	﹤0.01%	958
2025 Q4	$251	Hold	16	–	–	﹤0.01%	936
2025 Q3	$244	Hold	16	–	–	﹤0.01%	900
2025 Q2	$228	Hold	16	–	–	﹤0.01%	881
2025 Q1	$212	Hold	16	–	–	﹤0.01%	842
2024 Q4	$193	Hold	16	–	–	﹤0.01%	819
2024 Q3	$216	Hold	16	–	–	﹤0.01%	796
2024 Q2	$208	Hold	16	–	–	﹤0.01%	746
2024 Q1	$213	Hold	16	–	–	﹤0.01%	732
2023 Q4	$209	Hold	16	–	–	﹤0.01%	720
2023 Q3	$203	Buy	+16	New	+$207	﹤0.01%	714

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

DHJJ Financial Advisors's FTRI Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q1 2026 at 16 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #958.

DHJJ Financial Advisors first reported a position in FTRI in Q3 2023 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

DHJJ Financial Advisors held 16 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $286 as of Q1 2026.
DHJJ Financial Advisors left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #958 holding.
DHJJ Financial Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2023 and has held it in 11 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.