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

Golden State 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	$19.7K	Buy	1,102 +4	+0.4%	+$71	﹤0.01%	918
2025 Q4	$17.2K	Buy	1,098 +7	+0.6%	+$106	﹤0.01%	960
2025 Q3	$16.6K	Hold	1,091	–	–	﹤0.01%	958
2025 Q2	$15.5K	Hold	1,091	–	–	﹤0.01%	950
2025 Q1	$14.4K	Hold	1,091	–	–	﹤0.01%	897
2024 Q4	$13.1K	Buy	+1,091	New	+$14.2K	﹤0.01%	886

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

Golden State Wealth Management's FTRI Position: Q1 2026 in Review

Golden State Wealth Management increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 0.36% in Q1 2026, buying an estimated $71 and bringing the position to 1,102 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Golden State Wealth Management first reported a position in FTRI in Q4 2024 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Golden State Wealth Management held 1,102 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $19.7K as of Q1 2026.
Golden State Wealth Management bought 4 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $71.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #918 holding.
Golden State Wealth Management 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 6 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 Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.