Stonehage Fleming Financial Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Stonehage Fleming Financial Services’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
2025 Q1	–	Sell	-1,562	Closed	-$18.8K	–	214
2024 Q4	$18.8K	Hold	1,562	–	–	﹤0.01%	197
2024 Q3	$21.1K	Hold	1,562	–	–	﹤0.01%	190
2024 Q2	$20.3K	Buy	+1,562	New	+$21.1K	﹤0.01%	200
2024 Q1	–	Sell	-1,562	Closed	-$20.3K	–	211
2023 Q4	$20.3K	Buy	+1,562	New	+$19.7K	﹤0.01%	201

Other funds holding FTRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stonehage Fleming Financial Services's FTRI Position: Q1 2025 in Review

Stonehage Fleming Financial Services sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2025, closing a stake of 1,562 shares — an estimated $18.8K sold.

Stonehage Fleming Financial Services first reported a position in FTRI in Q4 2023 and held it in 4 quarters. The position peaked at $21.1K in Q3 2024. 67 funds tracked by Wall St. Rank hold FTRI as of Q1 2025.

Stonehage Fleming Financial Services reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2025 after selling out during the quarter.
Stonehage Fleming Financial Services sold 1,562 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2025, an estimated $18.8K.
Stonehage Fleming Financial Services first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2023 and held it in 4 quarters.
Stonehage Fleming Financial Services's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $21.1K in Q3 2024.
67 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q1 2025.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2025, filed 14 May 2025.