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

63 hedge funds and large institutions have $65.8M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $58.3M → $65.8M (+$7.49M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 64 → 63 (-1)

2.1% less ownership

Funds ownership: 63.78% → 61.69% (-2.1%)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.12M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.86M
3
BEI
Benjamin Edwards Inc
Missouri
+$1.57M
4
Bank of America
Bank of America
North Carolina
+$1.34M
5
US Bancorp
US Bancorp
Minnesota
+$963K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.77M
2
UBS Group
UBS Group
Switzerland
-$953K
3
OMC
Old Mission Capital
Illinois
-$947K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$889K
5
PNC
Park National Corp
Ohio
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$145K -$7.88K -535 -5%
AAS
52
Ameritas Advisory Services
Nebraska
$97.6K -$45K -3,058 -32%
UBS Group
53
UBS Group
Switzerland
$36.2K -$953K -64,756 -96%
EPIM
54
Evelyn Partners Investment Management
$28.7K – – –
GSWM
55
Golden State Wealth Management
California
$16.6K – – –
CAL
56
Capital Analysts LLC
Pennsylvania
$12K +$5.89K +400 +100%
MCM
57
MAI Capital Management
Ohio
$11K – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$7.63K +$7.41K +503 New
SNB
59
Security National Bank
Nebraska
$6.02K – – –
AA
60
Ancora Advisors
Ohio
$4.76K – – –
PSB
61
Piscataqua Savings Bank
New Hampshire
$3.49K – – –
DFA
62
DHJJ Financial Advisors
Illinois
$244 – – –
Wells Fargo
63
Wells Fargo
California
$12 – – –
AA
64
Armis Advisers
Georgia
– -$340K -23,919 Closed
RFG
65
REAP Financial Group
Texas
– -$340K -23,919 Closed
MML Investors Services
66
MML Investors Services
Massachusetts
– -$237K -16,640 Closed
FPWM
67
FSB Premier Wealth Management
Iowa
– -$173K -12,153 Closed
RA
68
RFG Advisory
Alabama
– -$156K -10,946 Closed
AAP
69
Arax Advisory Partners
Colorado
– -$46.2K -3,250 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$25.5K -1,789 Closed
TPWA
71
Twin Peaks Wealth Advisors
California
– -$14.5K -1,000 Closed
FWP
72
FAS Wealth Partners
Kansas
– -$484 -34 Closed
1 2
3

FTRI Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 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 2025, worth a combined $65.8M — up 13% from $58.3M a quarter earlier.

Fund positioning in FTRI was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.12M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.77M.

  • 63 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $65.8M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $2.12M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2025.