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

63 hedge funds and large institutions have $65.8M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $58.3M → $65.8M (+$7.49M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 6463 (-1)

2.1% less ownership

Funds ownership: 63.78%61.69% (-2.1%)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12M -$308K -20,933 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.15M +$16.4K +1,111 +0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.39M -$1.77M -120,547 -29%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.26M +$2.12M +144,009 +106%
PNC
5
Park National Corp
Ohio
$4.03M -$499K -33,900 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.78M +$1.86M +126,189 +103%
Bank of America
7
Bank of America
North Carolina
$2.99M +$1.34M +91,175 +86%
Morgan Stanley
8
Morgan Stanley
New York
$2.18M -$382K -25,964 -15%
FTUS
9
Flow Traders U.S.
New York
$2.17M +$834K +56,640 +66%
BEI
10
Benjamin Edwards Inc
Missouri
$1.63M +$1.57M +106,951 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.24M -$154K -10,436 -11%
PWA
12
PCG Wealth Advisors
Kansas
$1.19M -$23.5K -1,598 -2%
Jane Street
13
Jane Street
New York
$1.19M +$524K +35,575 +83%
FF
14
Fortitude Financial
Washington
$1.12M -$10.8K -734 -2%
DADC
15
D.A. Davidson & Co
Montana
$1.07M +$14.1K +955 +1%
US Bancorp
16
US Bancorp
Minnesota
$1M +$963K +65,386 +12,109%
KAS
17
Kestra Advisory Services
Texas
$789K +$21K +1,427 +3%
Raymond James Financial
18
Raymond James Financial
Florida
$786K -$151K -10,263 -17%
MWM
19
Modern Wealth Management
Kansas
$710K -$10.7K -725 -2%
LW
20
Lauer Wealth
Indiana
$558K +$62.3K +4,230 +13%
SF
21
Summit Financial
New Jersey
$552K +$535K +36,326 New
MCM
22
Monument Capital Management
Virginia
$543K -$66.3K -4,503 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$491K -$11.3K -767 -2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$487K +$82K +5,570 +21%
Stifel Financial
25
Stifel Financial
Missouri
$461K +$2.93K +199 +0.7%

FTRI Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 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 Q3 2025, worth a combined $65.8M — up 13% from $58.3M a quarter earlier.

Fund positioning in FTRI was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.12M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.77M.

  • 63 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $65.8M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $2.12M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2025.