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

67 hedge funds and large institutions have $58.3M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 65.16%64.13% (-1%)

13% less funds holding

Funds holding: 7767 (-10)

34% less call options, than puts

Call options by funds: $19K | Put options by funds: $29K

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

86% less capital invested

Capital invested by funds: $421M → $58.3M (-$363M)

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
33
Closed
12
Calls
$19K
Puts
$29K
Net Calls
-$10K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$72.8K +$38.1K +3,000 +120%
AAP
52
Arax Advisory Partners
Colorado
$48.4K +$46.4K +3,654 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$36K +$22.8K +1,792 +193%
AG
54
AmeriFlex Group
Nevada
$35.7K
EPIM
55
Evelyn Partners Investment Management
$25K
PB
56
Pinnacle Bancorp
Nebraska
$19.9K
GSWM
57
Golden State Wealth Management
California
$14.4K
IRC
58
Investors Research Corp
Georgia
$10.6K
MCM
59
MAI Capital Management
Ohio
$9.55K
MIM
60
Marshall Investment Management
Colorado
$7.41K -$8.4K -661 -54%
US Bancorp
61
US Bancorp
Minnesota
$7.15K
SNB
62
Security National Bank
Nebraska
$5.24K
CAL
63
Capital Analysts LLC
Pennsylvania
$5K +$5.08K +400 New
AA
64
Ancora Advisors
Ohio
$4.14K
PSB
65
Piscataqua Savings Bank
New Hampshire
$3.04K
AF
66
Advisornet Financial
Minnesota
$3.04K +$2.92K +230 New
DFA
67
DHJJ Financial Advisors
Illinois
$212
Wells Fargo
68
Wells Fargo
California
$5 -$13 -1 Closed
CWA
69
Clarus Wealth Advisors
Arizona
-$343K -27,580 Closed
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
-$206K -17,157 Closed
ACP
71
Aveo Capital Partners
Colorado
-$202K -16,803 Closed
SPC
72
Sigma Planning Corp
Michigan
-$194K -16,128 Closed
AWM
73
Accel Wealth Management
Iowa
-$138K -11,488 Closed
PWS
74
Peterson Wealth Services
Utah
-$109K -9,034 Closed
VHAM
75
Van Hulzen Asset Management
California
-$89.6K -7,454 Closed

FTRI Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 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 2025, worth a combined $58.3M — down 86% from $421M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FTRI and 4 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 14 added.

The largest buyer was Old Mission Capital, adding an estimated $898K. The largest seller was Flow Traders U.S., cutting an estimated $7M.

  • 67 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $58.3M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2025, down 86% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2025 and 12 closed out, a net change of -8 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2025 was Old Mission Capital, an estimated $898K added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2025 was Flow Traders U.S., an estimated $7M sold.

Based on aggregated 13F filings for Q1 2025.