First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
76 hedge funds and large institutions have $121M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 13 closing their positions.
6% less funds holding
Funds holding: 81 → 76 (-5)
7.9% less ownership
Funds ownership: 77.49% → 69.59% (-7.9%)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
27% less capital invested
Capital invested by funds: $167M → $121M (-$45.6M)
55% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 38
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.05M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$806K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$326K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$306K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$284K |
Top Sellers
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$25.5M |
| 2 |
Jane Street
New York
|
-$3.34M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.81M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.11M |
FTRI Hedge Fund Activity: Q2 2024 in Review
76 of the 6,924 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 2024, worth a combined $121M — down 27% from $167M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FTRI and 10 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $25.5M sold.
- 76 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q2 2024, down from 81 in Q1 2024.
- Funds reported $121M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q2 2024, down 27% quarter-over-quarter.
- 10 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q2 2024 and 13 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 2024 was Morgan Stanley, an estimated $1.05M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q2 2024 was Global Assets Advisory, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2024.