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

Focus Financial Network’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
Q3 		$375K Buy
22,315
+2,421
+12% +$42K 0.01% 566
2026
Q2 		$316K Buy
19,894
+821
+4% +$14.2K 0.01% 603
2026
Q1 		$340K Buy
19,073
+663
+4% +$11.7K 0.01% 572
2025
Q4 		$288K Sell
18,410
-462
-2% -$7.03K 0.01% 601
2025
Q3 		$287K Buy
18,872
+617
+3% +$9.08K 0.01% 618
2025
Q2 		$260K Sell
18,255
-2,069
-10% -$27.9K 0.01% 613
2025
Q1 		$269K Buy
20,324
+2,682
+15% +$34.1K 0.01% 583
2024
Q4 		$212K Buy
17,642
+1,730
+11% +$22.5K 0.01% 640
2024
Q3 		$215K Buy
15,912
+1,127
+8% +$14.9K 0.01% 631
2024
Q2 		$200K Buy
+14,785
New +$199K 0.01% 641

Other funds holding FTRI

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Focus Financial Network's FTRI Position: Q3 2026 in Review

Focus Financial Network increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 12% in Q3 2026, buying an estimated $42K and bringing the position to 22,315 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #566.

Focus Financial Network first reported a position in FTRI in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold FTRI as of Q3 2026.

  • Focus Financial Network held 22,315 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $375K as of Q3 2026.
  • Focus Financial Network bought 2,421 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2026, an estimated $42K.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #566 holding.
  • Focus Financial Network first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.