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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
AAS
51
Ameritas Advisory Services
Nebraska
$222K +$258K +16,690 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$216K +$4.69K +303 +2%
OIA
53
OneDigital Investment Advisors
Kansas
$213K +$249K +16,053 New
VWA
54
V Wealth Advisors
Kansas
$192K +$223K +14,376 New
Walleye Capital
55
Walleye Capital
New York
$186K +$216K +13,957 New
AAS
56
Avantax Advisory Services
Texas
$180K +$44.9K +2,899 +27%
IP
57
Ignite Planners
California
$180K +$214K +13,815 New
LNC
58
Lincoln National Corp
Pennsylvania
$175K +$34.9K +2,251 +21%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$174K +$203K +13,090 New
APA
60
American Portfolios Advisors
New York
$161K +$144K +9,281 +331%
PFS
61
Prospera Financial Services
Texas
$139K -$2.06M -133,081 -93%
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$136K +$159K +10,263 New
VHAM
63
Van Hulzen Asset Management
California
$134K +$156K +10,104 New
HI
64
Harbour Investments
Wisconsin
$117K +$137K +8,817 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$107K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$72K +$83.1K +5,365 +8,129%
CAL
67
Capital Analysts LLC
Pennsylvania
$51K +$58.8K +3,800 New
TF
68
Tompkins Financial
New York
$48K
CFGS
69
Concourse Financial Group Securities
Alabama
$35K +$40.8K +2,632 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$20K
IRC
71
Investors Research Corp
Georgia
$11K
TFS
72
TrustCore Financial Services
Tennessee
$11K +$3.22K +208 +35%
Simplex Trading
73
Simplex Trading
Illinois
$4K +$3.92K +253 +309%
Morgan Stanley
74
Morgan Stanley
New York
$3K -$24.1K -1,558 -87%
PSB
75
Piscataqua Savings Bank
New Hampshire
$3K +$3.56K +230 New

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.