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

Lauer Wealth’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	$1.19M	Buy	72,900 +19,320	+36%	+$335K	0.72%	24
2026 Q1	$978K	Buy	53,580 +9,750	+22%	+$172K	0.78%	19
2025 Q4	$715K	Buy	43,830 +7,400	+20%	+$113K	0.53%	24
2025 Q3	$558K	Buy	36,430 +4,230	+13%	+$62.3K	0.4%	34
2025 Q2	$463K	Buy	+32,200	New	+$434K	0.38%	30

Other funds holding FTRI

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

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

Lauer Wealth's FTRI Position: Q2 2026 in Review

Lauer Wealth increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 36% in Q2 2026, buying an estimated $335K and bringing the position to 72,900 shares worth $1.19M. The position accounts for 0.72% of the portfolio, ranked #24.

Lauer Wealth first reported a position in FTRI in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Lauer Wealth held 72,900 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $1.19M as of Q2 2026.
Lauer Wealth bought 19,320 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $335K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.72% of Lauer Wealth's portfolio in Q2 2026, its #24 holding.
Lauer Wealth first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2025 and has held it in 5 quarters since.
23 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 Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.