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

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

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. 72 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.
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 Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.