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First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI

44 hedge funds and large institutions have $64.7M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

261% more capital invested

Capital invested by funds: $17.9M → $64.7M (+$46.8M)

83% more funds holding

Funds holding: 24 → 44 (+20)

19.2% more ownership

Funds ownership: 45.57% → 64.77% (+19%)

Holders
44
Holders Change
+20
Holders Change %
+83.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
14
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.06M
3
SPC
Sigma Planning Corp
Michigan
+$5.62M
4
KAS
Kestra Advisory Services
Texas
+$4.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.91M

Top Sellers

1
SA
SFI Advisors
New Jersey
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$190K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.4K
4
UBS Group
UBS Group
Switzerland
-$9K
5
TRCT
Tower Research Capital (TRC)
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$237K +$219K +14,321 New
Stifel Financial
27
Stifel Financial
Missouri
$212K +$196K +12,820 New
IWM
28
IHT Wealth Management
Illinois
$200K +$185K +12,055 New
BRWM
29
B. Riley Wealth Management
Tennessee
$192K +$178K +11,604 New
NA
30
NewEdge Advisors
Louisiana
$190K +$176K +11,474 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$186K +$172K +11,224 New
LNC
32
Lincoln National Corp
Pennsylvania
$181K +$168K +10,947 New
AAS
33
Avantax Advisory Services
Texas
$176K +$163K +10,622 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$134K -$17.4K -1,139 -12%
TF
35
Tompkins Financial
New York
$60K +$55.3K +3,614 New
APA
36
American Portfolios Advisors
New York
$46.4K +$41.5K +2,709 +2,977%
Morgan Stanley
37
Morgan Stanley
New York
$30K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$25K +$15.3K +1,000 +200%
IRC
39
Investors Research Corp
Georgia
$13K – – –
TFS
40
TrustCore Financial Services
Tennessee
$10K +$3.19K +208 +53%
GRP
41
Global Retirement Partners
California
$4K +$3.72K +243 New
Simplex Trading
42
Simplex Trading
Illinois
$1K -$1.27K -83 -50%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1K +$1.01K +66 New
SA
44
SFI Advisors
New Jersey
– -$2.01M -128,021 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$190K -13,697 Closed
UBS Group
46
UBS Group
Switzerland
– -$9K -635 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$4K -269 Closed
1
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FTRI Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) for Q1 2022, worth a combined $64.7M — up 261% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FTRI positions and 4 closed out — a net gain of 21 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.29M. The largest seller was SFI Advisors, exiting entirely with an estimated $2.01M sold.

  • 44 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2022, up from 24 in Q4 2021.
  • Funds reported $64.7M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2022, up 261% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2022 and 4 closed out, a net change of +21 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2022 was LPL Financial, an estimated $9.29M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2022 was SFI Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2022.