First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
81 hedge funds and large institutions have $167M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 43 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3% more funds holding
Funds holding: 79 → 81 (+2)
1.05% more ownership
Funds ownership: 76.44% → 77.49% (+1%)
3% less capital invested
Capital invested by funds: $172M → $167M (-$4.59M)
58% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$3.76M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.71M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.71M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.3M |
| 2 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$5.78M |
| 3 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$2.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.43M |
FTRI Hedge Fund Activity: Q1 2024 in Review
81 of the 6,942 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 2024, worth a combined $167M — down 2.7% from $172M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTRI positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 43 trimmed.
The largest buyer was Global Assets Advisory, adding an estimated $3.76M. The largest seller was Morgan Stanley, cutting an estimated $16.3M.
- 81 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2024, up from 79 in Q4 2023.
- Funds reported $167M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
- 11 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $3.76M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2024.