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Marshall Investment Management’s First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF FTAG Stock Holding History

Marshall Investment Management’s Portfolio FTAG Stock Details FTAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$760 Buy
+26
New +$750 ﹤0.01% 259
2025
Q2 		– Sell
-26
Closed -$621 – 91
2025
Q1 		$621 Buy
+26
New +$634 ﹤0.01% 232

Other funds holding FTAG

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Marshall Investment Management's FTAG Position: Q1 2026 in Review

Marshall Investment Management opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF (FTAG) in Q1 2026: 26 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in FTAG as recently as Q1 2025.

Marshall Investment Management first reported a position in FTAG in Q1 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FTAG as of Q1 2026.

  • Marshall Investment Management held 26 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF worth $760 as of Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF was a new Marshall Investment Management position in Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #259 holding.
  • Marshall Investment Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF in Q1 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.