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

79 hedge funds and large institutions have $165M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.12% less ownership

Funds ownership: 70.22%70.1% (-0.12%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

7% less funds holding

Funds holding: 8579 (-6)

14% less capital invested

Capital invested by funds: $192M → $165M (-$27.7M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
34
Reduced
35
Closed
10
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$34M +$974K +76,094 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.8M +$670K +52,345 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.4M -$4.2M -327,856 -25%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M -$7.5M -586,063 -42%
FPGK
5
Financial Partners Group (Kansas)
Kansas
$8.68M -$802K -62,663 -9%
SNB
6
Security National Bank
Nebraska
$7.2M -$290K -22,692 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.89M +$618K +48,249 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.15M -$1.94M -151,482 -27%
RJA
9
Raymond James & Associates
Florida
$5.05M -$493K -38,486 -9%
PWA
10
PCG Wealth Advisors
Kansas
$4.09M +$1.29M +100,786 +45%
RA
11
RFG Advisory
Alabama
$3.97M -$1.02M -79,636 -20%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.93M -$1.82M -142,470 -31%
AFS
13
Aft Forsyth & Sober
Florida
$3.77M
AWA
14
Arkadios Wealth Advisors
Georgia
$2.9M +$186K +14,561 +7%
CA
15
Cetera Advisors
Colorado
$2.56M +$548K +42,782 +27%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.4M +$224K +17,487 +10%
PNC
17
Park National Corp
Ohio
$1.78M +$1.82M +141,851 New
Jane Street
18
Jane Street
New York
$1.77M +$1.16M +90,849 +183%
FTUS
19
Flow Traders U.S.
New York
$1.72M +$824K +64,394 +89%
SCA
20
Snowden Capital Advisors
New York
$1.69M -$12.4K -969 -0.7%
Citadel Advisors
21
Citadel Advisors
Florida
$1.63M -$670K -52,361 -29%
AAS
22
Ameritas Advisory Services
Nebraska
$1.45M -$67.7K -5,289 -4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.43M -$2M -156,609 -58%
SS
24
Simplicity Solutions
Minnesota
$1.41M +$40.3K +3,148 +3%
SPC
25
Sigma Planning Corp
Michigan
$1.37M -$19.8K -1,545 -1%