First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
13 hedge funds and large institutions have $1.22M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more capital invested
Capital invested by funds: $1.1M → $1.22M (+$118K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.57% less ownership
Funds ownership: 14.38% → 13.81% (-0.57%)
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$162K |
| 2 |
LPL Financial
San Diego,
California
|
+$41.1K |
| 3 |
Jane Street
New York
|
+$11.9K |
| 4 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$9.63K |
| 5 |
IWP
Icon Wealth Partners
Houston,
Texas
|
+$5.14K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$248K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$5K |
| 3 |
Morgan Stanley
New York
|
-$1.06K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$842 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $498K | +$11.9K | +990 | +2% |
|
|
2
LPL Financial
San Diego,
California
| $239K | +$41.1K | +3,419 | +21% |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $197K | +$162K | +13,465 | New |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $89K | – | – | – |
|
|
5
Morgan Stanley
New York
| $86K | -$1.06K | -88 | -1% |
|
6
UBS Group
Zurich,
Switzerland
| $33K | +$3.37K | +280 | +12% |
|
7
Bank of America
Charlotte,
North Carolina
| $31K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | – | – | – |
|
|
IRC
9
Investors Research Corp
Atlanta,
Georgia
| $10K | +$9.63K | +800 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
IWP
11
Icon Wealth Partners
Houston,
Texas
| $5K | +$5.14K | +427 | New |
|
|
12
Wells Fargo
San Francisco,
California
| $3K | -$842 | -70 | -24% |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$248K | -22,683 | Closed |
|
|
IA
14
IFP Advisors
Tampa,
Florida
| – | -$5K | -500 | Closed |
|
FTRI Hedge Fund Activity: Q1 2019 in Review
13 of the 4,620 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 2019, worth a combined $1.22M — up 11% from $1.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FTRI positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $162K. The largest seller was Citadel Advisors, exiting entirely with an estimated $248K sold.
- 13 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2019, up from 12 in Q4 2018.
- Funds reported $1.22M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2019 and 2 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $162K added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2019 was Citadel Advisors, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2019.