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

Monument Capital 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	–	Sell	-25,286	Closed	-$451K	–	269
2026 Q1	$451K	Sell	25,286 -1,027	-4%	-$18.2K	0.11%	140
2025 Q4	$412K	Sell	26,313 -9,426	-26%	-$143K	0.1%	149
2025 Q3	$543K	Sell	35,739 -4,503	-11%	-$66.3K	0.14%	125
2025 Q2	$573K	Sell	40,242 -7,401	-16%	-$99.7K	0.15%	114
2025 Q1	$631K	Sell	47,643 -5,812	-11%	-$73.8K	0.19%	103
2024 Q4	$643K	Buy	53,455 +1,088	+2%	+$14.1K	0.18%	100
2024 Q3	$706K	Sell	52,367 -4,638	-8%	-$61.3K	0.2%	90
2024 Q2	$739K	Sell	57,005 -693	-1%	-$9.34K	0.22%	88
2024 Q1	$766K	Sell	57,698 -2,305	-4%	-$29K	0.22%	95
2023 Q4	$781K	Sell	60,003 -3,432	-5%	-$43.3K	0.25%	95
2023 Q3	$801K	Buy	+63,435	New	+$822K	0.27%	80

Other funds holding FTRI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Monument Capital Management's FTRI Position: Q2 2026 in Review

Monument Capital Management sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2026, closing a stake of 25,286 shares — an estimated $451K sold.

Monument Capital Management first reported a position in FTRI in Q3 2023 and held it in 11 quarters. The position peaked at $801K in Q3 2023. 35 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

Monument Capital Management reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q2 2026 after selling out during the quarter.
Monument Capital Management sold 25,286 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2026, an estimated $451K.
Monument Capital Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2023 and held it in 11 quarters.
Monument Capital Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $801K in Q3 2023.
35 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 Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.