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

77 hedge funds and large institutions have $421M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more capital invested

Capital invested by funds: $90.8M → $421M (+$330M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

5% more funds holding

Funds holding: 73 → 77 (+4)

0.52% less ownership

Funds ownership: 65.68% → 65.16% (-0.52%)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$7.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$888K
3
MWM
Modern Wealth Management
Kansas
+$575K
4
KAS
Kestra Advisory Services
Texas
+$564K
5
UBS Group
UBS Group
Switzerland
+$414K

Top Sellers

1
LPL Financial
LPL Financial
California
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$1.97M
3
OMC
Old Mission Capital
Illinois
-$1.41M
4
SPC
Sigma Planning Corp
Michigan
-$1.14M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$350M +$11.9K +914 +3%
LPL Financial
2
LPL Financial
California
$10.6M -$10.7M -819,397 -48%
FTUS
3
Flow Traders U.S.
New York
$7.38M +$7.55M +580,466 +1,735%
Morgan Stanley
4
Morgan Stanley
New York
$6.93M -$1.97M -151,299 -21%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.66M -$59.8K -4,598 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.12M -$57.4K -4,412 -1%
PNC
7
Park National Corp
Ohio
$3.92M -$157K -12,051 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.35M -$662K -50,935 -15%
RA
9
RFG Advisory
Alabama
$2.93M +$134K +10,273 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.78M -$898K -69,039 -23%
AFS
11
Aft Forsyth & Sober
Florida
$2.71M – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.73M +$888K +68,294 +90%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.5M +$41.5K +3,194 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$1.41M +$1.53M +117,413 New
PWA
15
PCG Wealth Advisors
Kansas
$1.37M -$192K -14,770 -11%
Bank of America
16
Bank of America
North Carolina
$1.27M +$34K +2,612 +3%
DADC
17
D.A. Davidson & Co
Montana
$798K -$115K -8,864 -12%
KAS
18
Kestra Advisory Services
Texas
$752K +$564K +43,413 +227%
MCM
19
Monument Capital Management
Virginia
$643K +$14.1K +1,088 +2%
CW
20
CreativeOne Wealth
Kansas
$568K +$15.4K +1,188 +3%
MWM
21
Modern Wealth Management
Kansas
$532K +$575K +44,222 New
Jane Street
22
Jane Street
New York
$453K -$215K -16,505 -30%
OMC
23
Old Mission Capital
Illinois
$444K -$1.41M -108,179 -75%
Citadel Advisors
24
Citadel Advisors
Florida
$441K +$346K +26,578 +263%
QCIG
25
Quad-Cities Investment Group
Iowa
$435K -$203K -15,586 -30%
1
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FTRI Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 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 2024, worth a combined $421M — up 364% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTRI positions and 11 closed out — a net gain of 6 holders — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $7.55M. The largest seller was LPL Financial, cutting an estimated $10.7M.

  • 77 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $421M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2024, up 364% quarter-over-quarter.
  • 17 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2024 and 11 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $7.55M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2024 was LPL Financial, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.