GSWM
FTRI icon

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
Q2 		$17.6K Buy
1,109
+7
+0.6% +$121 ﹤0.01% 976
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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

Golden State Wealth Management's FTRI Position: Q2 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 0.64% in Q2 2026, buying an estimated $121 and bringing the position to 1,109 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Golden State Wealth Management first reported a position in FTRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q1 2026. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

  • Golden State Wealth Management held 1,109 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $17.6K as of Q2 2026.
  • Golden State Wealth Management bought 7 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $121.
  • 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 Q2 2026, its #976 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 7 quarters since.
  • Golden State Wealth Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $19.7K 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.