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

72 hedge funds and large institutions have $85.5M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $63.2M → $85.5M (+$22.4M)

11% more funds holding

Funds holding: 65 → 72 (+7)

2.87% more ownership

Funds ownership: 60.98% → 63.86% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
4
Jane Street
Jane Street
New York
+$1.28M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.02M

Top Sellers

1
BEI
Benjamin Edwards Inc
Missouri
-$1.35M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$960K
3
Bank of America
Bank of America
North Carolina
-$238K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$227K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$456K +$452K +25,553 New
MCM
27
Monument Capital Management
Virginia
$451K -$18.2K -1,027 -4%
WW
28
Waterfront Wealth
Kansas
$430K +$1.33K +75 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$427K -$43.5K -2,461 -9%
BCM
30
Brookstone Capital Management
Illinois
$418K +$371 +21 +0.1%
OMC
31
Old Mission Capital
Illinois
$395K +$391K +22,137 New
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$359K +$65.8K +3,722 +23%
QCIG
33
Quad-Cities Investment Group
Iowa
$341K +$10.6K +599 +3%
FFN
34
Focus Financial Network
Minnesota
$340K +$11.7K +663 +4%
Mariner
35
Mariner
Kansas
$334K +$331K +18,715 New
CA
36
Cambridge Advisors
Nebraska
$305K -$5.08K -287 -2%
UB
37
UMB Bank
Missouri
$297K – – –
CA
38
Crumly & Associates
Illinois
$283K +$66.6K +3,766 +31%
HI
39
Harbour Investments
Wisconsin
$282K -$5.13K -290 -2%
PWA
40
PCG Wealth Advisors
Kansas
$262K -$1.08K -61 -0.4%
SA
41
Sanctuary Advisors
Indiana
$262K – – –
VDC
42
Van Diest Capital
Iowa
$251K -$31.4K -1,778 -11%
IWN
43
Independent Wealth Network
Iowa
$245K +$7.43K +420 +3%
CAP
44
Columbia Advisory Partners
Washington
$244K -$31.8K -1,799 -12%
PS
45
Principal Securities
Iowa
$240K -$2.23K -126 -0.9%
HIW
46
Holos Integrated Wealth
Pennsylvania
$224K -$18K -1,018 -8%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$218K -$30.5K -1,727 -12%
FPWM
48
FSB Premier Wealth Management
Iowa
$211K +$195 +11 +0.1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$200K +$407 +23 +0.2%
KFAS
50
Keating Financial Advisory Services
Kansas
$157K – – –
1
2
3 4

FTRI Hedge Fund Activity: Q1 2026 in Review

72 of the 8,126 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 2026, worth a combined $85.5M — up 35% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTRI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.53M. The largest seller was Benjamin Edwards Inc, exiting entirely with an estimated $1.35M sold.

  • 72 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $85.5M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2026 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2026 was LPL Financial, an estimated $7.53M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2026 was Benjamin Edwards Inc, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.