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Independent Financial Group’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Independent Financial Group’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 		$208K Buy
+13,084
New +$227K ﹤0.01% 1464
2021
Q3 		– Sell
-24,738
Closed -$363K – 724
2021
Q2 		$363K Buy
+24,738
New +$360K 0.04% 468

Other funds holding FTRI

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Independent Financial Group's FTRI Position: Q2 2026 in Review

Independent Financial Group opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2026: 13,084 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FTRI as recently as Q2 2021.

Independent Financial Group first reported a position in FTRI in Q2 2021 and has held it in 2 quarters since. The position peaked at $363K in Q2 2021. 12 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

  • Independent Financial Group held 13,084 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $208K as of Q2 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new Independent Financial Group position in Q2 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1464 holding.
  • Independent Financial Group first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2021 and has held it in 2 quarters since.
  • Independent Financial Group's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $363K in Q2 2021.
  • 12 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.