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 Q3	$1.31M	Buy	78,750 +5,850	+8%	+$101K	0.82%	21
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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Lauer Wealth's FTRI Position: Q3 2026 in Review

Lauer Wealth increased its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 8% in Q3 2026, buying an estimated $101K and bringing the position to 78,750 shares worth $1.31M. The position accounts for 0.82% of the portfolio, ranked #21.

Lauer Wealth first reported a position in FTRI in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold FTRI as of Q3 2026.

Lauer Wealth held 78,750 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $1.31M as of Q3 2026.
Lauer Wealth bought 5,850 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q3 2026, an estimated $101K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.82% of Lauer Wealth's portfolio in Q3 2026, its #21 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 6 quarters since.
19 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.