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 Q3	$279K	Hold	16,625	–	–	﹤0.01%	632
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

UMB Bank's FTRI Position: Q3 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 Q3 2026 at 16,625 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

UMB Bank first reported a position in FTRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $297K in Q1 2026. 59 funds tracked by Wall St. Rank hold FTRI as of Q3 2026.

UMB Bank held 16,625 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF worth $279K as of Q3 2026.
UMB Bank left its First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF share count unchanged in Q3 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 Q3 2026, its #632 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 5 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.
59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.