NewEdge Advisors’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

NewEdge Advisors’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	$43K	Buy	+2,409	New	+$42.6K	﹤0.01%	2970
2023 Q4	–	Sell	-5,603	Closed	-$70.8K	–	3791
2023 Q3	$70.8K	Buy	5,603 +346	+7%	+$4.48K	﹤0.01%	1972
2023 Q2	$66.1K	Sell	5,257 -811	-13%	-$10.4K	﹤0.01%	2000
2023 Q1	$80.5K	Buy	6,068 +755	+14%	+$10.4K	﹤0.01%	1821
2022 Q4	$73	Buy	+5,313	New	+$71.4K	﹤0.01%	3414
2022 Q3	–	Sell	-19,531	Closed	-$260K	–	1575
2022 Q2	$260K	Buy	19,531 +8,057	+70%	+$125K	﹤0.01%	1270
2022 Q1	$190K	Buy	+11,474	New	+$176K	﹤0.01%	1023

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

NewEdge Advisors's FTRI Position: Q1 2026 in Review

NewEdge Advisors opened a new position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026: 2,409 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #2970 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in FTRI as recently as Q3 2023.

NewEdge Advisors first reported a position in FTRI in Q1 2022 and has held it in 7 quarters since. The position peaked at $260K in Q2 2022. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

NewEdge Advisors held 2,409 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $43K as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF was a new NewEdge Advisors position in Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2970 holding.
NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and has held it in 7 quarters since.
NewEdge Advisors's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $260K in Q2 2022.
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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.