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

78 hedge funds and large institutions have $147M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

128% more capital invested

Capital invested by funds: $64.7M → $147M (+$82.8M)

77% more funds holding

Funds holding: 4478 (+34)

6.18% more ownership

Funds ownership: 64.77%70.95% (+6.2%)

Holders
78
Holders Change
+34
Holders Change %
+77.27%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
27
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.07M +$832K +53,719 +199%
CWA
27
Capital Wealth Alliance
Arizona
$966K +$1.13M +72,698 New
ACP
28
Aveo Capital Partners
Colorado
$938K +$1.09M +70,536 New
OFS
29
OneAscent Financial Services
Alabama
$908K +$1.06M +68,312 New
Citadel Advisors
30
Citadel Advisors
Florida
$801K +$933K +60,264 New
JIP
31
Jaffetilchin Investment Partners
Florida
$720K +$337K +21,774 +67%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$703K +$645K +41,664 +371%
BRWA
33
B. Riley Wealth Advisors
Florida
$658K +$493K +31,818 +180%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$555K +$225K +14,526 +56%
PAG
35
Private Advisor Group
New Jersey
$518K +$603K +38,964 New
DADC
36
D.A. Davidson & Co
Montana
$501K -$618K -39,939 -51%
MWM
37
Mattern Wealth Management
Kansas
$479K +$558K +36,029 New
IA
38
IFG Advisory
Georgia
$432K +$503K +32,502 New
IA
39
IFP Advisors
Florida
$409K
SWM
40
Spire Wealth Management
Virginia
$390K +$454K +29,311 New
AFP
41
Ausdal Financial Partners
Iowa
$344K +$400K +25,853 New
NFG
42
Nations Financial Group
Iowa
$331K +$386K +24,913 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$320K -$1.04K -67 -0.3%
SG
44
StoneX Group
New York
$317K +$370K +23,875 New
AWM
45
AE Wealth Management
Kansas
$317K +$369K +23,862 New
DC
46
Davenport & Co
Virginia
$313K +$143K +9,245 +65%
KPWS
47
Kestra Private Wealth Services
Texas
$298K +$347K +22,404 New
NA
48
NewEdge Advisors
Louisiana
$260K +$125K +8,057 +70%
Truist Financial
49
Truist Financial
North Carolina
$239K +$278K +17,973 New
SPI
50
Sutton Place Investors
New York
$227K -$6.19K -400 -2%

FTRI Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 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 Q2 2022, worth a combined $147M — up 128% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTRI positions and 2 closed out — a net gain of 34 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.6M. The largest seller was Sigma Planning Corp, cutting an estimated $2.62M.

  • 78 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q2 2022, up from 44 in Q1 2022.
  • Funds reported $147M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q2 2022, up 128% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q2 2022 and 2 closed out, a net change of +34 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q2 2022 was Commonwealth Equity Services, an estimated $10.6M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q2 2022 was Sigma Planning Corp, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2022.