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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
AWS
51
Atria Wealth Solutions
New York
$171K +$185K +14,241 New
BRWA
52
B. Riley Wealth Advisors
Florida
$157K +$104 +8 +0.1%
FPWM
53
FSB Premier Wealth Management
Iowa
$146K +$158K +12,153 New
AAS
54
Ameritas Advisory Services
Nebraska
$140K -$430K -33,057 -74%
AWM
55
Accel Wealth Management
Iowa
$138K -$23.7K -1,826 -14%
PWS
56
Peterson Wealth Services
Utah
$109K -$62K -4,771 -35%
VHAM
57
Van Hulzen Asset Management
California
$89.6K +$96.9K +7,454 New
AG
58
AmeriFlex Group
Nevada
$33.9K +$35.1K +2,700 New
Comerica Bank
59
Comerica Bank
Texas
$30.1K -$22.9K -1,765 -41%
GRP
60
Global Retirement Partners
California
$23.6K – – –
EPIM
61
Evelyn Partners Investment Management
$22.7K +$24.6K +1,890 New
SFFS
62
Stonehage Fleming Financial Services
Jersey
$18.8K – – –
PB
63
Pinnacle Bancorp
Nebraska
$18K – – –
MIM
64
Marshall Investment Management
Colorado
$16.5K +$15.9K +1,221 New
SPIA
65
Steward Partners Investment Advisory
New York
$16.2K +$17.5K +1,347 New
GSWM
66
Golden State Wealth Management
California
$13.1K +$14.2K +1,091 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$11K -$23.3K -1,792 -66%
IRC
68
Investors Research Corp
Georgia
$9.62K – – –
MCM
69
MAI Capital Management
Ohio
$8.67K +$9.37K +721 New
US Bancorp
70
US Bancorp
Minnesota
$6.49K – – –
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$5.41K +$5.85K +450 New
SNB
72
Security National Bank
Nebraska
$4.76K – – –
AA
73
Ancora Advisors
Ohio
$3.76K – – –
PSB
74
Piscataqua Savings Bank
New Hampshire
$2.76K – – –
KIM
75
Kestra Investment Management
Texas
$950 +$1.03K +79 New
1 2
3
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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.