First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
79 hedge funds and large institutions have $159M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 11 closing their positions.
0.29% less ownership
Funds ownership: 71.15% → 70.87% (-0.29%)
3% less capital invested
Capital invested by funds: $165M → $159M (-$5.59M)
5% less funds holding
Funds holding: 83 → 79 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.79M |
| 2 |
Jane Street
New York
|
+$2.46M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.51M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.62M |
| 4 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$1.45M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.22M |
FTRI Hedge Fund Activity: Q4 2023 in Review
79 of the 6,869 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 Q4 2023, worth a combined $159M — down 3.4% from $165M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTRI and 7 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 20 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.79M. The largest seller was Osaic Holdings, cutting an estimated $5.06M.
- 79 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2023, down from 83 in Q3 2023.
- Funds reported $159M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2023 and 11 closed out, a net change of -4 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $4.79M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2023.