First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
83 hedge funds and large institutions have $165M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
5% more funds holding
Funds holding: 79 → 83 (+4)
1.06% more ownership
Funds ownership: 70.1% → 71.15% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $165M → $165M (-$29.3K)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.77M |
| 2 |
Morgan Stanley
New York
|
+$2.72M |
| 3 |
PNC
Park National Corp
Newark,
Ohio
|
+$1.82M |
| 4 |
MCM
Monument Capital Management
Alexandria,
Virginia
|
+$822K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$807K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$3.42M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.34M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.1M |
FTRI Hedge Fund Activity: Q3 2023 in Review
83 of the 6,301 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 Q3 2023, worth a combined $165M — down 0.02% from $165M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTRI positions and 6 closed out — a net gain of 4 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.77M. The largest seller was LPL Financial, cutting an estimated $3.42M.
- 83 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q3 2023, up from 79 in Q2 2023.
- Funds reported $165M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q3 2023, down 0.02% quarter-over-quarter.
- 10 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q3 2023 and 6 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q3 2023 was Osaic Holdings, an estimated $2.77M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q3 2023 was LPL Financial, an estimated $3.42M sold.
Based on aggregated 13F filings for Q3 2023.