First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
79 hedge funds and large institutions have $189M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 14 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
37% more capital invested
Capital invested by funds: $138M → $189M (+$50.9M)
1.92% more ownership
Funds ownership: 69.17% → 71.09% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 80 → 79 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.1M |
| 2 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$9.42M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$5.43M |
| 4 |
Morgan Stanley
New York
|
+$5.33M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$5.92M |
| 2 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$2.63M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.51M |
| 4 |
Jane Street
New York
|
-$1.68M |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$856K |
FTRI Hedge Fund Activity: Q4 2022 in Review
79 of the 6,221 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 Q4 2022, worth a combined $189M — up 37% from $138M a quarter earlier.
Fund positioning in FTRI was balanced in Q4 2022: 14 funds opened new positions, 14 closed out, 37 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was PCG Wealth Advisors, cutting an estimated $5.92M.
- 79 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2022, down from 80 in Q3 2022.
- Funds reported $189M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2022, up 37% quarter-over-quarter.
- 14 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2022 and 14 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2022 was LPL Financial, an estimated $11.1M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2022 was PCG Wealth Advisors, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2022.