BFC Planning, Inc.’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

BFC Planning, Inc.’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	$12.9K	Hold	814	–	–	﹤0.01%	2238
2026 Q1	$14.5K	Hold	814	–	–	﹤0.01%	1851
2025 Q4	$12.8K	Hold	814	–	–	﹤0.01%	1962
2025 Q3	$12.4K	Hold	814	–	–	﹤0.01%	1806
2025 Q2	$11.6K	Hold	814	–	–	﹤0.01%	1728
2025 Q1	$10.8K	Hold	814	–	–	﹤0.01%	1737
2024 Q4	$9.8K	Buy	+814	New	+$10.6K	﹤0.01%	1776

Other funds holding FTRI

LPL Financial San Diego, California $468B AUM 17.69% 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 $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $77B AUM 19.24% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFC Planning, Inc.'s FTRI Position: Q2 2026 in Review

BFC Planning, Inc. held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q2 2026 at 814 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

BFC Planning, Inc. first reported a position in FTRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.5K in Q1 2026. 74 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

BFC Planning, Inc. held 814 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $12.9K as of Q2 2026.
BFC Planning, Inc. left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2238 holding.
BFC Planning, Inc. 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 7 quarters since.
BFC Planning, Inc.'s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $14.5K in Q1 2026.
74 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 BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.