Level Four Advisory Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Level Four Advisory Services’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	$694K	Buy	+38,893	New	+$688K	0.02%	503

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

Level Four Advisory Services's FTRI Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026: 38,893 shares worth $694K. The stake represents 0.02% of the portfolio and ranks #503 among its holdings.

72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Level Four Advisory Services held 38,893 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $694K as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new Level Four Advisory Services position in Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #503 holding.
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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.