First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
86 hedge funds and large institutions have $206M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
86% more call options, than puts
Call options by funds: $13K | Put options by funds: $7K
9% more capital invested
Capital invested by funds: $189M → $206M (+$17.1M)
9% more funds holding
Funds holding: 79 → 86 (+7)
0.78% less ownership
Funds ownership: 71.09% → 70.31% (-0.78%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.56M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.49M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.35M |
FTRI Hedge Fund Activity: Q1 2023 in Review
86 of the 6,283 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 2023, worth a combined $206M — up 9% from $189M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FTRI positions and 9 closed out — a net gain of 8 holders — while 40 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.85M.
- 86 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2023, up from 79 in Q4 2022.
- Funds reported $206M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2023, up 9% quarter-over-quarter.
- 17 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2023 and 9 closed out, a net change of +8 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2023 was Morgan Stanley, an estimated $13.9M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $3.85M sold.
Based on aggregated 13F filings for Q1 2023.