FSB Premier Wealth Management’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

FSB Premier Wealth 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	$211K	Buy	11,823 +11	+0.1%	+$195	0.07%	241
2025 Q4	$185K	Buy	+11,812	New	+$180K	0.06%	236
2025 Q3	–	Sell	-12,153	Closed	-$173K	–	231
2025 Q2	$173K	Hold	12,153	–	–	0.06%	210
2025 Q1	$161K	Hold	12,153	–	–	0.06%	202
2024 Q4	$146K	Buy	+12,153	New	+$158K	0.06%	204
2024 Q2	–	Sell	-12,866	Closed	-$171K	–	190
2024 Q1	$171K	Sell	12,866 -1,780	-12%	-$22.4K	0.08%	176
2023 Q4	$191K	Sell	14,646 -100	-0.7%	-$1.26K	0.1%	171
2023 Q3	$186K	Buy	14,746 +2,112	+17%	+$27.4K	0.1%	154
2023 Q2	$159K	Buy	12,634 +219	+2%	+$2.8K	0.09%	153
2023 Q1	$165K	Sell	12,415 -419	-3%	-$5.8K	0.09%	142
2022 Q4	$176K	Buy	+12,834	New	+$173K	0.1%	144

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

FSB Premier Wealth Management's FTRI Position: Q1 2026 in Review

FSB Premier Wealth Management increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.09% in Q1 2026, buying an estimated $195 and bringing the position to 11,823 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #241.

FSB Premier Wealth Management first reported a position in FTRI in Q4 2022 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

FSB Premier Wealth Management held 11,823 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $211K as of Q1 2026.
FSB Premier Wealth Management bought 11 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $195.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.07% of FSB Premier Wealth Management's portfolio in Q1 2026, its #241 holding.
FSB Premier Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2022 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 FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.