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

UMB Bank’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	$264K	Hold	16,625	–	–	﹤0.01%	654
2026 Q1	$297K	Hold	16,625	–	–	﹤0.01%	591
2025 Q4	$260K	Hold	16,625	–	–	﹤0.01%	615
2025 Q3	$253K	Buy	+16,625	New	+$245K	﹤0.01%	561

Other funds holding FTRI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFA

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

UMB Bank's FTRI Position: Q2 2026 in Review

UMB Bank held its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) position steady in Q2 2026 at 16,625 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

UMB Bank first reported a position in FTRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q1 2026. 72 funds tracked by Wall St. Rank hold FTRI as of Q2 2026.

UMB Bank held 16,625 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $264K as of Q2 2026.
UMB Bank left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #654 holding.
UMB Bank first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q3 2025 and has held it in 4 quarters since.
UMB Bank's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $297K in Q1 2026.
72 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 UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.