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

Independent Wealth Network’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	$215K	Sell	13,519 -200	-1%	-$3.46K	0.05%	301
2026 Q1	$245K	Buy	13,719 +420	+3%	+$7.43K	0.07%	241
2025 Q4	$208K	Sell	13,299 -453	-3%	-$6.89K	0.06%	266
2025 Q3	$209K	Sell	13,752 -894	-6%	-$13.2K	0.07%	256
2025 Q2	$208K	Sell	14,646 -562	-4%	-$7.57K	0.08%	243
2025 Q1	$201K	Sell	15,208 -1,699	-10%	-$21.6K	0.08%	231
2024 Q4	$203K	Sell	16,907 -3,594	-18%	-$46.7K	0.08%	228
2024 Q3	$277K	Sell	20,501 -5,206	-20%	-$68.8K	0.12%	176
2024 Q2	$333K	Sell	25,707 -864	-3%	-$11.6K	0.16%	151
2024 Q1	$353K	Sell	26,571 -1,827	-6%	-$23K	0.17%	149
2023 Q4	$370K	Sell	28,398 -432	-1%	-$5.45K	0.19%	130
2023 Q3	$364K	Buy	28,830 +669	+2%	+$8.67K	0.22%	116
2023 Q2	$354K	Buy	28,161 +4,332	+18%	+$55.4K	0.21%	123
2023 Q1	$316K	Buy	+23,829	New	+$330K	0.2%	130

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 Wealth Network's FTRI Position: Q2 2026 in Review

Independent Wealth Network reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 1.5% in Q2 2026, selling an estimated $3.46K and leaving 13,519 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #301.

Independent Wealth Network first reported a position in FTRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $370K in Q4 2023. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Independent Wealth Network held 13,519 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $215K as of Q2 2026.
Independent Wealth Network sold 200 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $3.46K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #301 holding.
Independent Wealth Network first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2023 and has held it in 14 quarters since.
Independent Wealth Network's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $370K in Q4 2023.
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 Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.