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 Q1	$1.03M	Buy	+57,649	New	+$1.02M	0.04%	367

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

Gladstone Institutional Advisory's FTRI Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026: 57,649 shares worth $1.03M. The stake represents 0.04% of the portfolio and ranks #367 among its holdings.

72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Gladstone Institutional Advisory held 57,649 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $1.03M as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new Gladstone Institutional Advisory position in Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #367 holding.
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 Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.