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

Koshinski Asset 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	$218K	Sell	12,221 -1,727	-12%	-$30.5K	0.01%	685
2025 Q4	$219K	Sell	13,948 -7,495	-35%	-$114K	0.01%	662
2025 Q3	$326K	Sell	21,443 -3,685	-15%	-$54.3K	0.02%	535
2025 Q2	$358K	Sell	25,128 -865	-3%	-$11.7K	0.03%	480
2025 Q1	$344K	Sell	25,993 -3,138	-11%	-$39.9K	0.03%	455
2024 Q4	$350M	Buy	29,131 +914	+3%	+$11.9K	0.03%	450
2024 Q3	$381K	Sell	28,217 -4,891	-15%	-$64.6K	0.03%	436
2024 Q2	$434K	Sell	33,108 -2,594	-7%	-$35K	0.04%	382
2024 Q1	$474K	Sell	35,702 -20,342	-36%	-$256K	0.05%	330
2023 Q4	$730K	Buy	56,044 +15,240	+37%	+$192K	0.11%	220
2023 Q3	$515K	Sell	40,804 -179	-0.4%	-$2.32K	0.06%	313
2023 Q2	$515K	Sell	40,983 -47,948	-54%	-$614K	0.06%	330
2023 Q1	$1.18M	Sell	88,931 -3,839	-4%	-$53.1K	0.12%	183
2022 Q4	$1.27M	Buy	92,770 +4,323	+5%	+$58.1K	0.12%	183
2022 Q3	$1.08M	Buy	88,447 +5,111	+6%	+$68.2K	0.13%	186
2022 Q2	$1.11M	Buy	83,336 +63,854	+328%	+$989K	0.11%	214
2022 Q1	$323K	Buy	+19,482	New	+$298K	0.03%	469

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

Koshinski Asset Management's FTRI Position: Q1 2026 in Review

Koshinski Asset Management reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 12% in Q1 2026, selling an estimated $30.5K and leaving 12,221 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #685.

Koshinski Asset Management first reported a position in FTRI in Q1 2022 and has held it in 17 quarters since. The position peaked at $350M in Q4 2024. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Koshinski Asset Management held 12,221 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $218K as of Q1 2026.
Koshinski Asset Management sold 1,727 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $30.5K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.01% of Koshinski Asset Management's portfolio in Q1 2026, its #685 holding.
Koshinski Asset Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and has held it in 17 quarters since.
Koshinski Asset Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $350M in Q4 2024.
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 Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.