First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
79 hedge funds and large institutions have $172M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 11 closing their positions.
5.29% more ownership
Funds ownership: 71.15% → 76.44% (+5.3%)
4% more capital invested
Capital invested by funds: $165M → $172M (+$6.94M)
5% less funds holding
Funds holding: 83 → 79 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
48% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 40
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.79M |
| 3 |
Jane Street
New York
|
+$2.46M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.51M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.62M |
| 4 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$1.45M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.22M |
FTRI Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 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 2023, worth a combined $172M — up 4.2% from $165M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTRI and 7 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Osaic Holdings, cutting an estimated $5.06M.
- 79 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2023, down from 83 in Q3 2023.
- Funds reported $172M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2023, up 4.2% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2023 and 11 closed out, a net change of -4 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.4M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2023.