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

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

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. 72 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.
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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.