Marshall Investment Management’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Marshall Investment Management’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	$4.41K	Sell	278 -336	-55%	-$5.82K	﹤0.01%	279
2026 Q1	$11K	Buy	+614	New	+$10.9K	0.01%	188
2025 Q2	–	Sell	-560	Closed	-$7.41K	–	95
2025 Q1	$7.41K	Sell	560 -661	-54%	-$8.4K	﹤0.01%	173
2024 Q4	$16.5K	Buy	+1,221	New	+$15.9K	0.01%	133

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

Marshall Investment Management's FTRI Position: Q2 2026 in Review

Marshall Investment Management reduced its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) stake by 55% in Q2 2026, selling an estimated $5.82K and leaving 278 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Marshall Investment Management first reported a position in FTRI in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.5K in Q4 2024. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Marshall Investment Management held 278 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $4.41K as of Q2 2026.
Marshall Investment Management sold 336 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $5.82K.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #279 holding.
Marshall Investment Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $16.5K in Q4 2024.
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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.