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

Triumph 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 Q1	$3.57K	Hold	200	–	–	﹤0.01%	1411
2025 Q4	$3.13K	Buy	+200	New	+$3.04K	﹤0.01%	1386
2022 Q4	–	Sell	-21,584	Closed	-$263K	–	223
2022 Q3	$263K	Sell	21,584 -68,070	-76%	-$909K	0.14%	149
2022 Q2	$1.19M	Buy	+89,654	New	+$1.39M	0.63%	40

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

Triumph Capital Management's FTRI Position: Q1 2026 in Review

Triumph Capital Management held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q1 2026 at 200 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Triumph Capital Management first reported a position in FTRI in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2022. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Triumph Capital Management held 200 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $3.57K as of Q1 2026.
Triumph Capital Management 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 ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1411 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q2 2022 and has held it in 4 quarters since.
Triumph Capital Management's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $1.19M 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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.