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

78 hedge funds and large institutions have $147M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

128% more capital invested

Capital invested by funds: $64.7M → $147M (+$82.8M)

77% more funds holding

Funds holding: 4478 (+34)

6.18% more ownership

Funds ownership: 64.77%70.95% (+6.2%)

Holders
78
Holders Change
+34
Holders Change %
+77.27%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
27
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.9M +$9.08M +586,160 +86%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M +$10.6M +681,365 +173%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.8M +$8.82M +569,688 +144%
KAS
4
Kestra Advisory Services
Texas
$8.73M -$1.95M -126,089 -16%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.68M +$8.37M +540,692 +482%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.3M +$7.9M +510,306 +446%
SNB
7
Security National Bank
Nebraska
$8.26M +$9.62M +621,018 New
ODFS
8
O'Donnell Financial Services
California
$6.51M +$7.58M +489,522 New
RJA
9
Raymond James & Associates
Florida
$6.43M +$6.85M +442,586 +1,073%
B
10
Bensler
Washington
$5.9M +$6.87M +443,410 New
RA
11
RFG Advisory
Alabama
$5.32M +$6.15M +396,982 New
AFS
12
Aft Forsyth & Sober
Florida
$3.99M +$4.65M +300,000 New
CAN
13
Cetera Advisor Networks
California
$3.7M +$3.93M +253,591 +1,032%
RA
14
RiverTree Advisors
Florida
$2.86M +$3.33M +214,965 New
PWA
15
PCG Wealth Advisors
Kansas
$2.64M +$3.08M +198,806 New
SPC
16
Sigma Planning Corp
Michigan
$2.63M -$2.62M -169,326 -46%
Stifel Financial
17
Stifel Financial
Missouri
$2.08M +$2.22M +143,681 +1,121%
CA
18
Cetera Advisors
Colorado
$1.78M +$1.77M +114,266 +591%
SCA
19
Snowden Capital Advisors
New York
$1.72M +$3.81K +246 +0.2%
Jane Street
20
Jane Street
New York
$1.59M -$1.12M -72,650 -38%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.58M +$1.59M +102,598 +642%
CA
22
Cambridge Advisors
Nebraska
$1.47M +$1.71M +110,151 New
TCM
23
Triumph Capital Management
Colorado
$1.19M +$1.39M +89,654 New
SS
24
Simplicity Solutions
Minnesota
$1.16M +$1.35M +87,456 New
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.11M +$989K +63,854 +328%

FTRI Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 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 Q2 2022, worth a combined $147M — up 128% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTRI positions and 2 closed out — a net gain of 34 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.6M. The largest seller was Sigma Planning Corp, cutting an estimated $2.62M.

  • 78 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q2 2022, up from 44 in Q1 2022.
  • Funds reported $147M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q2 2022, up 128% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q2 2022 and 2 closed out, a net change of +34 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q2 2022 was Commonwealth Equity Services, an estimated $10.6M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q2 2022 was Sigma Planning Corp, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2022.