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

72 hedge funds and large institutions have $85.5M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $63.2M → $85.5M (+$22.4M)

11% more funds holding

Funds holding: 6572 (+7)

2.87% more ownership

Funds ownership: 60.98%63.86% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$156K -$9.28K -525 -6%
NA
52
NewEdge Advisors
Louisiana
$43K +$42.6K +2,409 New
EPIM
53
Evelyn Partners Investment Management
$33.7K
IAIM
54
International Assets Investment Management
Florida
$28.8K
PA
55
Parallel Advisors
California
$22K +$16.4K +930 +310%
GSWM
56
Golden State Wealth Management
California
$19.7K +$71 +4 +0.4%
TPWA
57
Twin Peaks Wealth Advisors
California
$17.9K +$17.7K +1,000 New
AAP
58
Arax Advisory Partners
Colorado
$15.6K
MCM
59
MAI Capital Management
Ohio
$12.9K
Wells Fargo
60
Wells Fargo
California
$12.4K -$12.3K -694 -50%
MIM
61
Marshall Investment Management
Colorado
$11K +$10.9K +614 New
US Bancorp
62
US Bancorp
Minnesota
$9.64K -$20.4K -1,154 -68%
CAL
63
Capital Analysts LLC
Pennsylvania
$7K
AA
64
Ancora Advisors
Ohio
$5.59K
PSB
65
Piscataqua Savings Bank
New Hampshire
$4.1K
TCM
66
Tradewinds Capital Management
Washington
$3.62K +$3.59K +203 New
TCM
67
Triumph Capital Management
Colorado
$3.57K
UBS Group
68
UBS Group
Switzerland
$2.96K +$2.88K +163 +5,433%
FNWA
69
Financial Network Wealth Advisors
Utah
$1.96K +$1.95K +110 New
TC
70
Trust Company
Kansas
$536 +$531 +30 New
DFA
71
DHJJ Financial Advisors
Illinois
$286
SG
72
Sankala Group
Colorado
$115
BEI
73
Benjamin Edwards Inc
Missouri
-$1.35M -85,976 Closed
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
-$227K -13,924 Closed
AWM
75
Angeles Wealth Management
California
-$18.3K -1,166 Closed

FTRI Hedge Fund Activity: Q1 2026 in Review

72 of the 8,126 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 2026, worth a combined $85.5M — up 35% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTRI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.53M. The largest seller was Benjamin Edwards Inc, exiting entirely with an estimated $1.35M sold.

  • 72 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $85.5M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2026 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2026 was LPL Financial, an estimated $7.53M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2026 was Benjamin Edwards Inc, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.