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First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI

20 hedge funds and large institutions have $8.17M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

443% more capital invested

Capital invested by funds: $1.5M → $8.17M (+$6.66M)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

54% more funds holding

Funds holding: 13 → 20 (+7)

24.2% more ownership

Funds ownership: 16.54% → 40.74% (+24%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$4.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$648K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$512K
4
FTUS
Flow Traders U.S.
New York
+$391K
5
IAN
Integrated Advisors Network
Texas
+$256K

Top Sellers

1
LPL Financial
LPL Financial
California
-$67.1K
2
CIAS
Capital Investment Advisory Services
North Carolina
-$9.83K
3
Bank of America
Bank of America
North Carolina
-$8K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$4.39M +$4.32M +329,449 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$766K +$512K +39,100 +213%
Osaic Holdings
3
Osaic Holdings
Arizona
$693K +$209K +15,921 +44%
Citadel Advisors
4
Citadel Advisors
Florida
$659K +$648K +49,428 New
Jane Street
5
Jane Street
New York
$406K +$97.8K +7,462 +32%
FTUS
6
Flow Traders U.S.
New York
$398K +$391K +29,859 New
LPL Financial
7
LPL Financial
California
$262K -$67.1K -5,125 -21%
IAN
8
Integrated Advisors Network
Texas
$261K +$256K +19,550 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
CAAS
10
Capital Asset Advisory Services
Michigan
$62K – – –
Morgan Stanley
11
Morgan Stanley
New York
$24K +$20.4K +1,558 +677%
IRC
12
Investors Research Corp
Georgia
$11K – – –
CIAS
13
Capital Investment Advisory Services
North Carolina
$7K -$9.83K -750 -60%
IA
14
IFP Advisors
Florida
$7K – – –
HI
15
Harbour Investments
Wisconsin
$7K +$6.55K +500 New
SWM
16
Spire Wealth Management
Virginia
$7K +$6.58K +502 New
TFS
17
TrustCore Financial Services
Tennessee
$4K +$26 +2 +0.7%
AWA
18
Arkadios Wealth Advisors
Georgia
$2K +$2.03K +155 New
Simplex Trading
19
Simplex Trading
Illinois
$1K +$1.31K +100 New
Bank of America
20
Bank of America
North Carolina
– -$8K -700 Closed

FTRI Hedge Fund Activity: Q1 2021 in Review

20 of the 5,695 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 2021, worth a combined $8.17M — up 443% from $1.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FTRI positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $4.32M. The largest seller was LPL Financial, cutting an estimated $67.1K.

  • 20 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2021, up from 13 in Q4 2020.
  • Funds reported $8.17M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2021, up 443% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2021 and 1 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2021 was Kestra Advisory Services, an estimated $4.32M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2021 was LPL Financial, an estimated $67.1K sold.

Based on aggregated 13F filings for Q1 2021.