First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
77 hedge funds and large institutions have $421M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 11 closing their positions.
364% more capital invested
Capital invested by funds: $90.8M → $421M (+$330M)
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
5% more funds holding
Funds holding: 73 → 77 (+4)
0.52% less ownership
Funds ownership: 65.68% → 65.16% (-0.52%)
48% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 31
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$10.7M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.41M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.14M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$898K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
76
DHJJ Financial Advisors
Naperville,
Illinois
| $193 | – | – | – |
|
77
Wells Fargo
San Francisco,
California
| $9 | – | – | – |
|
|
EH
78
Equitable Holdings
New York
| – | -$711K | -52,700 | Closed |
|
|
NFG
79
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$604K | -44,765 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$515K | -38,000 | Closed |
|
|
CCIA
81
Cherry Creek Investment Advisors
Englewood,
Colorado
| – | -$195K | -14,453 | Closed |
|
|
AFP
82
Ausdal Financial Partners
Davenport,
Iowa
| – | -$178K | -13,176 | Closed |
|
83
Millennium Management
New York
| – | -$159K | -11,768 | Closed |
|
|
PTC
84
Private Trust Company
Cleveland,
Ohio
| – | -$105K | -7,820 | Closed |
|
|
CFGS
85
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$39.8K | -3,060 | Closed |
|
86
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -814 | Closed |
|
|
NS
87
NBC Securities
Birmingham,
Alabama
| – | -$5K | -425 | Closed |
|
|
IA
88
IFP Advisors
Tampa,
Florida
| – | -$1.35K | -100 | Closed |
|
FTRI Hedge Fund Activity: Q4 2024 in Review
77 of the 7,592 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 2024, worth a combined $421M — up 364% from $90.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FTRI positions and 11 closed out — a net gain of 6 holders — while 16 added to existing stakes and 31 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $7.55M. The largest seller was LPL Financial, cutting an estimated $10.7M.
- 77 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2024, up from 73 in Q3 2024.
- Funds reported $421M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2024, up 364% quarter-over-quarter.
- 17 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2024 and 11 closed out, a net change of +6 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $7.55M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2024 was LPL Financial, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2024.