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

Evelyn Partners Investment Management’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	$33.7K	Hold	1,890	–	–	﹤0.01%	305
2025 Q4	$29.6K	Hold	1,890	–	–	﹤0.01%	317
2025 Q3	$28.7K	Hold	1,890	–	–	﹤0.01%	313
2025 Q2	$26.9K	Hold	1,890	–	–	﹤0.01%	321
2025 Q1	$25K	Hold	1,890	–	–	﹤0.01%	320
2024 Q4	$22.7K	Buy	+1,890	New	+$24.6K	﹤0.01%	315

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 $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 $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $18.1B AUM 24.63% 1-Year Est. Return

Evelyn Partners Investment Management's FTRI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q1 2026 at 1,890 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Evelyn Partners Investment Management first reported a position in FTRI in Q4 2024 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Evelyn Partners Investment Management held 1,890 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $33.7K as of Q1 2026.
Evelyn Partners Investment Management 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 Evelyn Partners Investment Management's portfolio in Q1 2026, its #305 holding.
Evelyn Partners Investment Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and has held it in 6 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 Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.