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

64 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 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $58.3M → $58.3M (+$49.2K)

0.35% less ownership

Funds ownership: 64.13%63.78% (-0.35%)

4% less funds holding

Funds holding: 6764 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$39K
EPIM
52
Evelyn Partners Investment Management
$26.9K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$25.5K +$24.1K +1,789 New
GSWM
54
Golden State Wealth Management
California
$15.5K
TPWA
55
Twin Peaks Wealth Advisors
California
$14.5K +$13.5K +1,000 New
MCM
56
MAI Capital Management
Ohio
$10.3K
US Bancorp
57
US Bancorp
Minnesota
$7.68K
CAL
58
Capital Analysts LLC
Pennsylvania
$6K
SNB
59
Security National Bank
Nebraska
$5.63K
AA
60
Ancora Advisors
Ohio
$4.45K
PSB
61
Piscataqua Savings Bank
New Hampshire
$3.27K
FWP
62
FAS Wealth Partners
Kansas
$484 +$458 +34 New
DFA
63
DHJJ Financial Advisors
Illinois
$228
Wells Fargo
64
Wells Fargo
California
$20 +$13 +1 New
AFS
65
Aft Forsyth & Sober
Florida
-$2.71M -225,000 Closed
VCM
66
Virtue Capital Management
Tennessee
-$446K -33,724 Closed
GAA
67
Global Assets Advisory
Florida
-$372K -29,785 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$95.9K -7,244 Closed
Comerica Bank
69
Comerica Bank
Texas
-$72.8K -5,500 Closed
AG
70
AmeriFlex Group
Nevada
-$35.7K -2,700 Closed
PB
71
Pinnacle Bancorp
Nebraska
-$19.9K -1,500 Closed
IRC
72
Investors Research Corp
Georgia
-$10.6K -800 Closed
MIM
73
Marshall Investment Management
Colorado
-$7.41K -560 Closed
AF
74
Advisornet Financial
Minnesota
-$3.04K -230 Closed

FTRI Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 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 2025, worth a combined $58.3M — up 0.08% from $58.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FTRI and 7 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.

  • 64 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $58.3M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q2 2025, up 0.08% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q2 2025 and 10 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 Q2 2025 was Royal Bank of Canada, an estimated $3.73M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2025.