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 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 $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

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

Marshall Investment Management opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026: 614 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in FTRI as recently as Q1 2025.

Marshall Investment Management first reported a position in FTRI in Q4 2024 and has held it in 3 quarters since. The position peaked at $16.5K in Q4 2024. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Marshall Investment Management held 614 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $11K as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new Marshall Investment Management position in Q1 2026.
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 Q1 2026, its #188 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 3 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 Q1 2026.

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