First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
81 hedge funds and large institutions have $142M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
4.42% more ownership
Funds ownership: 70.87% → 75.28% (+4.4%)
3% more funds holding
Funds holding: 79 → 81 (+2)
11% less capital invested
Capital invested by funds: $159M → $142M (-$17.2M)
61% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 44
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.71M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.71M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$5.78M |
| 2 |
Morgan Stanley
New York
|
-$4.15M |
| 3 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$2.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.43M |
FTRI Hedge Fund Activity: Q1 2024 in Review
81 of the 6,958 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 2024, worth a combined $142M — down 11% from $159M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTRI positions and 8 closed out — a net gain of 3 holders — while 17 added to existing stakes and 44 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $1.71M. The largest seller was Security National Bank, exiting entirely with an estimated $5.78M sold.
- 81 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2024, up from 79 in Q4 2023.
- Funds reported $142M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 11 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2024 was Bank of Montreal, an estimated $1.71M added.
- The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2024 was Security National Bank, an estimated $5.78M sold.
Based on aggregated 13F filings for Q1 2024.