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

67 hedge funds and large institutions have $58.3M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 65.16%64.13% (-1%)

13% less funds holding

Funds holding: 7767 (-10)

34% less call options, than puts

Call options by funds: $19K | Put options by funds: $29K

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

86% less capital invested

Capital invested by funds: $421M → $58.3M (-$363M)

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
33
Closed
12
Calls
$19K
Puts
$29K
Net Calls
-$10K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.6M -$1.09M -85,871 -10%
Morgan Stanley
2
Morgan Stanley
New York
$6.68M -$912K -71,787 -12%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.91M -$306K -24,102 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.29M -$233K -18,352 -5%
PNC
5
Park National Corp
Ohio
$4.29M -$30.9K -2,430 -0.7%
AFS
6
Aft Forsyth & Sober
Florida
$2.71M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.05M -$1.57M -123,232 -44%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M +$138K +10,871 +9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.64M -$1.36M -107,258 -46%
OMC
10
Old Mission Capital
Illinois
$1.42M +$898K +70,687 +192%
Bank of America
11
Bank of America
North Carolina
$1.37M -$27K -2,123 -2%
PWA
12
PCG Wealth Advisors
Kansas
$1.15M -$346K -27,242 -24%
Raymond James Financial
13
Raymond James Financial
Florida
$935K -$595K -46,798 -40%
DADC
14
D.A. Davidson & Co
Montana
$850K -$27K -2,126 -3%
FTUS
15
Flow Traders U.S.
New York
$831K -$7M -551,162 -90%
UBS Group
16
UBS Group
Switzerland
$729K +$275K +21,674 +65%
KAS
17
Kestra Advisory Services
Texas
$657K -$165K -12,953 -21%
MCM
18
Monument Capital Management
Virginia
$631K -$73.8K -5,812 -11%
CW
19
CreativeOne Wealth
Kansas
$599K -$24.9K -1,962 -4%
MWM
20
Modern Wealth Management
Kansas
$585K
Osaic Holdings
21
Osaic Holdings
Arizona
$528K +$102K +8,034 +25%
VCM
22
Virtue Capital Management
Tennessee
$446K +$428K +33,724 New
Stifel Financial
23
Stifel Financial
Missouri
$437K -$22.2K -1,750 -5%
HIW
24
Holos Integrated Wealth
Pennsylvania
$373K -$82.4K -6,488 -19%
GAA
25
Global Assets Advisory
Florida
$372K +$137K +10,785 +57%

FTRI Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 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 2025, worth a combined $58.3M — down 86% from $421M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FTRI and 4 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 14 added.

The largest buyer was Old Mission Capital, adding an estimated $898K. The largest seller was Flow Traders U.S., cutting an estimated $7M.

  • 67 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $58.3M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2025, down 86% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2025 and 12 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 2025 was Old Mission Capital, an estimated $898K added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2025 was Flow Traders U.S., an estimated $7M sold.

Based on aggregated 13F filings for Q1 2025.