None of the 29 investors followed here reported a position in FTRI in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a FTRI trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.8 | 10.7 | -6.3 | -1.5 | -2.4 | -7.5 | 4.3 | 11.1 | -8.8 | 1.0 | +8.1% | ||
| 2025 | 4.4 | -0.6 | 6.1 | -0.8 | 4.0 | 4.2 | -0.8 | 6.2 | 1.3 | -2.6 | 3.2 | 2.6 | +30.3% |
| 2024 | -4.6 | -0.1 | 6.9 | 0.5 | 3.4 | -5.9 | 3.9 | -0.4 | 0.5 | -3.3 | 0.9 | -8.7 | −7.6% |
| 2023 | 7.4 | -7.7 | -2.4 | -1.6 | -9.3 | 6.3 | 7.8 | -4.4 | -2.5 | -3.2 | 3.7 | 2.8 | −5.0% |
| 2022 | 5.5 | 6.8 | 6.0 | -5.5 | 2.2 | -16.8 | 3.5 | 0.1 | -11.4 | 4.3 | 12.7 | -4.5 | −1.2% |
| 2021 | -0.1 | 12.8 | -0.1 | 5.5 | 5.7 | -1.3 | 0.0 | -1.7 | -9.5 | -0.2 | -0.8 | 7.4 | +17.1% |
| 2020 | -3.8 | -11.0 | -21.2 | 8.4 | 4.3 | 1.3 | 2.2 | 4.4 | -6.3 | -4.2 | 20.0 | 6.9 | −5.1% |
| 2019 | 10.4 | 2.7 | -1.0 | 0.4 | -4.1 | 3.3 | -2.0 | -7.0 | 3.1 | 0.3 | 1.1 | 7.4 | +14.3% |
| 2018 | 4.8 | -3.0 | -2.0 | 2.9 | 0.9 | -3.6 | 3.2 | -1.9 | 1.8 | -5.4 | -3.7 | -5.9 | −11.8% |
| 2017 | -0.1 | -2.3 | 0.2 | 1.9 | -1.4 | -2.8 | 4.4 | 0.9 | 2.3 | 2.5 | -0.2 | 2.3 | +7.6% |
| 2016 | -4.1 | -0.3 | 9.4 | 10.4 | -6.5 | -0.1 | 0.6 | 2.1 | -1.2 | 0.2 | 3.8 | 4.1 | +18.3% |
| 2015 | -16.1 | 18.1 | -8.2 | 19.3 | -9.4 | -5.7 | -18.1 | -5.2 | -16.0 | 17.5 | -16.0 | -9.9 | −46.2% |
| 2014 | -5.0 | 3.3 | 0.2 | 3.7 | 2.3 | 3.5 | 5.2 | -6.1 | -10.7 | -6.9 | -1.7 | -6.7 | −18.8% |
| 2013 | 0.5 | -9.4 | -6.5 | -7.5 | -2.8 | -13.2 | 1.1 | 5.5 | 2.6 | 1.9 | -6.0 | 5.4 | −26.6% |
| 2012 | 15.1 | 3.1 | -10.3 | -0.8 | -19.4 | 2.6 | -2.0 | 2.8 | 10.6 | 0.5 | 1.0 | 5.1 | +3.6% |
| 2011 | -2.7 | 2.0 | 0.5 | 6.4 | -7.9 | -1.1 | -0.3 | -10.3 | -30.6 | 26.2 | -5.3 | -6.7 | −33.0% |
| 2010 | -2.7 | -12.3 | -13.0 | 22.5 | -2.8 | 23.0 | 9.2 | 0.4 | 18.1 | +40.7% |
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is a free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.
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