We are live on ! Find out more
FTRI icon

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

77 hedge funds and large institutions have $421M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more capital invested

Capital invested by funds: $90.8M → $421M (+$330M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

5% more funds holding

Funds holding: 73 → 77 (+4)

0.52% less ownership

Funds ownership: 65.68% → 65.16% (-0.52%)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$7.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$888K
3
MWM
Modern Wealth Management
Kansas
+$575K
4
KAS
Kestra Advisory Services
Texas
+$564K
5
UBS Group
UBS Group
Switzerland
+$414K

Top Sellers

1
LPL Financial
LPL Financial
California
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$1.97M
3
OMC
Old Mission Capital
Illinois
-$1.41M
4
SPC
Sigma Planning Corp
Michigan
-$1.14M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$418K -$153K -11,743 -25%
HIW
27
Holos Integrated Wealth
Pennsylvania
$417K +$450K +34,648 New
UBS Group
28
UBS Group
Switzerland
$402K +$414K +31,806 +1,971%
Osaic Holdings
29
Osaic Holdings
Arizona
$383K -$616K -47,388 -60%
CAP
30
Columbia Advisory Partners
Washington
$356K +$23.9K +1,836 +7%
CWA
31
Clarus Wealth Advisors
Arizona
$343K -$6.86K -528 -2%
TCFP
32
Treasure Coast Financial Planning
Florida
$304K +$329K +25,290 New
SA
33
Sanctuary Advisors
Indiana
$287K – – –
RFG
34
REAP Financial Group
Texas
$286K +$11.2K +862 +4%
AA
35
Armis Advisers
Georgia
$286K +$310K +23,811 New
HI
36
Harbour Investments
Wisconsin
$266K -$41.4K -3,183 -13%
GAA
37
Global Assets Advisory
Florida
$231K – – –
CA
38
Cambridge Advisors
Nebraska
$226K -$26.9K -2,066 -10%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$221K -$15.2K -1,167 -6%
FFN
40
Focus Financial Network
Minnesota
$212K +$22.5K +1,730 +11%
PS
41
Principal Securities
Iowa
$210K -$49.9K -3,838 -18%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$210K +$13.5K +1,037 +6%
MML Investors Services
43
MML Investors Services
Massachusetts
$206K -$73.9K -5,682 -25%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$206K -$41.6K -3,203 -16%
IWN
45
Independent Wealth Network
Iowa
$203K -$46.7K -3,594 -18%
ACP
46
Aveo Capital Partners
Colorado
$202K -$11K -845 -5%
SPC
47
Sigma Planning Corp
Michigan
$194K -$1.14M -87,952 -85%
WW
48
Waterfront Wealth
Kansas
$186K -$650 -50 -0.3%
AWM
49
AE Wealth Management
Kansas
$183K -$17.8K -1,372 -8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$182K +$197K +15,169 New
1
2
3 4

FTRI Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 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 2024, worth a combined $421M — up 364% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTRI positions and 11 closed out — a net gain of 6 holders — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $7.55M. The largest seller was LPL Financial, cutting an estimated $10.7M.

  • 77 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $421M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2024, up 364% quarter-over-quarter.
  • 17 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2024 and 11 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $7.55M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2024 was LPL Financial, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.