First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
13 hedge funds and large institutions have $1.5M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more capital invested
Capital invested by funds: $1.09M → $1.5M (+$415K)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.18% less ownership
Funds ownership: 17.71% → 16.54% (-1.2%)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$307K |
| 2 |
Jane Street
New York
|
+$80.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.49K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.62K |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$3.21K |
Top Sellers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$190K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| 3 |
LPL Financial
San Diego,
California
|
-$685 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $426K | +$307K | +28,679 | +390% |
|
|
2
LPL Financial
San Diego,
California
| $293K | -$685 | -64 | -0.3% |
|
|
3
Jane Street
New York
| $272K | +$80.1K | +7,488 | +48% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $217K | +$5.62K | +525 | +3% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $197K | – | – | – |
|
|
CAAS
6
Capital Asset Advisory Services
Williamston,
Michigan
| $55K | – | – | – |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $15K | – | – | – |
|
|
IRC
8
Investors Research Corp
Atlanta,
Georgia
| $9K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $8K | +$7.49K | +700 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
TFS
11
TrustCore Financial Services
Brentwood,
Tennessee
| $4K | +$3.21K | +300 | New |
|
12
Morgan Stanley
New York
| $3K | – | – | – |
|
|
ACA
13
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$190K | -19,747 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$1K | -128 | Closed |
|
|
15
Wells Fargo
San Francisco,
California
| – | -$11 | -1 | -50% |
|
FTRI Hedge Fund Activity: Q4 2020 in Review
13 of the 5,651 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 2020, worth a combined $1.5M — up 38% from $1.09M a quarter earlier.
Fund positioning in FTRI was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $307K. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $190K sold.
- 13 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $1.5M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2020, up 38% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2020 and 2 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2020 was Osaic Holdings, an estimated $307K added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2020 was Aptus Capital Advisors, an estimated $190K sold.
Based on aggregated 13F filings for Q4 2020.