First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
13 hedge funds and large institutions have $1.58M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $1.3M → $1.58M (+$277K)
18% more funds holding
Funds holding: 11 → 13 (+2)
3.79% more ownership
Funds ownership: 16.93% → 20.72% (+3.8%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$478K |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$131K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$71K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$16.4K |
Top Sellers
| 1 |
Jane Street
New York
|
-$512K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8.78K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.44K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $696K | +$478K | +40,871 | +274% |
|
|
2
Citadel Advisors
Miami,
Florida
| $275K | +$16.4K | +1,402 | +7% |
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $197K | – | – | – |
|
|
ACA
4
Aptus Capital Advisors
Fairhope,
Alabama
| $139K | +$131K | +11,191 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $77K | -$8.78K | -750 | -11% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $76K | +$71K | +6,073 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $41K | -$3.44K | -294 | -8% |
|
8
Morgan Stanley
New York
| $35K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
|
IRC
10
Investors Research Corp
Atlanta,
Georgia
| $10K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
WQ
12
Wealth Quarterback
Toms River,
New Jersey
| $4.59K | +$4.3K | +368 | New |
|
|
HWM
13
Howard Wealth Management
Madison,
Connecticut
| $1K | +$1.17K | +100 | New |
|
|
14
Jane Street
New York
| – | -$512K | -44,688 | Closed |
|
|
15
Wells Fargo
San Francisco,
California
| – | -$12 | -1 | Closed |
|
FTRI Hedge Fund Activity: Q4 2019 in Review
13 of the 5,075 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 2019, worth a combined $1.58M — up 21% from $1.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FTRI positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $478K. The largest seller was Jane Street, exiting entirely with an estimated $512K sold.
- 13 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2019, up from 11 in Q3 2019.
- Funds reported $1.58M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2019 was LPL Financial, an estimated $478K added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2019 was Jane Street, an estimated $512K sold.
Based on aggregated 13F filings for Q4 2019.