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

44 hedge funds and large institutions have $64.7M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

261% more capital invested

Capital invested by funds: $17.9M → $64.7M (+$46.8M)

83% more funds holding

Funds holding: 24 → 44 (+20)

19.2% more ownership

Funds ownership: 45.57% → 64.77% (+19%)

Holders
44
Holders Change
+20
Holders Change %
+83.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
14
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.06M
3
SPC
Sigma Planning Corp
Michigan
+$5.62M
4
KAS
Kestra Advisory Services
Texas
+$4.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.91M

Top Sellers

1
SA
SFI Advisors
New Jersey
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$190K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.4K
4
UBS Group
UBS Group
Switzerland
-$9K
5
TRCT
Tower Research Capital (TRC)
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$13M +$4.69M +306,586 +64%
LPL Financial
2
LPL Financial
California
$11.3M +$9.29M +606,817 +775%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.56M +$6.06M +396,086 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.52M +$3.91M +255,396 +185%
SPC
5
Sigma Planning Corp
Michigan
$6.08M +$5.62M +366,899 New
Jane Street
6
Jane Street
New York
$3.18M +$1.72M +112,150 +141%
PFS
7
Prospera Financial Services
Texas
$2.38M +$2.2M +143,566 New
SCA
8
Snowden Capital Advisors
New York
$2.14M +$14.1K +920 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.75M +114,319 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.86M +$760K +49,632 +79%
IAN
11
Integrated Advisors Network
Texas
$1.61M +$39.4K +2,572 +3%
DADC
12
D.A. Davidson & Co
Montana
$1.28M +$1.19M +77,607 New
RJA
13
Raymond James & Associates
Florida
$683K +$632K +41,252 New
JIP
14
Jaffetilchin Investment Partners
Florida
$471K +$496K +32,416 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$446K +$124K +8,086 +43%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$429K +$26K +1,698 +7%
IA
17
IFP Advisors
Florida
$409K +$479K +31,310 +6,262%
CAN
18
Cetera Advisor Networks
California
$407K +$376K +24,579 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$399K +$369K +24,109 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$323K +$298K +19,482 New
CA
21
Cetera Advisors
Colorado
$320K +$296K +19,337 New
BRWA
22
B. Riley Wealth Advisors
Florida
$292K +$270K +17,628 New
SPI
23
Sutton Place Investors
New York
$277K +$11.5K +750 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$265K +$245K +15,985 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$264K +$244K +15,969 New
1
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FTRI Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 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 2022, worth a combined $64.7M — up 261% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FTRI positions and 4 closed out — a net gain of 21 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.29M. The largest seller was SFI Advisors, exiting entirely with an estimated $2.01M sold.

  • 44 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2022, up from 24 in Q4 2021.
  • Funds reported $64.7M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2022, up 261% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2022 and 4 closed out, a net change of +21 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2022 was LPL Financial, an estimated $9.29M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2022 was SFI Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2022.