Gladstone Institutional Advisory’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Gladstone Institutional Advisory’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	$820K	Sell	51,649 -6,000	-10%	-$104K	0.03%	462
2026 Q1	$1.03M	Buy	+57,649	New	+$1.02M	0.04%	367

Other funds holding FTRI

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 $1.89T 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 $79.5B AUM 27.1% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gladstone Institutional Advisory's FTRI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 10% in Q2 2026, selling an estimated $104K and leaving 51,649 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #462.

Gladstone Institutional Advisory first reported a position in FTRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Gladstone Institutional Advisory held 51,649 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $820K as of Q2 2026.
Gladstone Institutional Advisory sold 6,000 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $104K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #462 holding.
Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2026 and has held it in 2 quarters since.
Gladstone Institutional Advisory's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $1.03M in Q1 2026.
72 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.