Wealth Enhancement Advisory Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

Wealth Enhancement Advisory 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
2026 Q1	–	Sell	-13,924	Closed	-$227K	–	3701
2025 Q4	$227K	Sell	13,924 -919	-6%	-$14K	﹤0.01%	3169
2025 Q3	$227K	Sell	14,843 -326	-2%	-$4.8K	﹤0.01%	3014
2025 Q2	$221K	Hold	15,169	–	–	﹤0.01%	2905
2025 Q1	$201K	Hold	15,169	–	–	﹤0.01%	2632
2024 Q4	$182K	Buy	+15,169	New	+$197K	﹤0.01%	2711

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

Wealth Enhancement Advisory Services's FTRI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q1 2026, closing a stake of 13,924 shares — an estimated $227K sold.

Wealth Enhancement Advisory Services first reported a position in FTRI in Q4 2024 and held it in 5 quarters. The position peaked at $227K in Q3 2025. 72 funds tracked by Wall St. Rank hold FTRI as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 13,924 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q1 2026, an estimated $227K.
Wealth Enhancement Advisory Services first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q4 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $227K in Q3 2025.
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 Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.