Treasure Coast Financial Planning’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Treasure Coast Financial Planning’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	$490K	Hold	27,429	–	–	0.25%	30
2025 Q4	$430K	Buy	27,429 +1,004	+4%	+$15.3K	0.23%	31
2025 Q3	$402K	Hold	26,425	–	–	0.22%	32
2025 Q2	$376K	Sell	26,425 -44	-0.2%	-$593	0.22%	32
2025 Q1	$350K	Buy	26,469 +1,179	+5%	+$15K	0.22%	31
2024 Q4	$304K	Buy	+25,290	New	+$329K	0.2%	31

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

Treasure Coast Financial Planning's FTRI Position: Q1 2026 in Review

Treasure Coast Financial Planning held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q1 2026 at 27,429 shares worth $490K. The position accounts for 0.25% of the portfolio, ranked #30.

Treasure Coast Financial Planning first reported a position in FTRI in Q4 2024 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Treasure Coast Financial Planning held 27,429 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $490K as of Q1 2026.
Treasure Coast Financial Planning left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up 0.25% of Treasure Coast Financial Planning's portfolio in Q1 2026, its #30 holding.
Treasure Coast Financial Planning 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 6 quarters since.
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 Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.