We are live on ! Find out more
FTRI icon

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

65 hedge funds and large institutions have $63.2M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 63 → 65 (+2)

0.7% less ownership

Funds ownership: 61.69% → 60.98% (-0.7%)

4% less capital invested

Capital invested by funds: $65.8M → $63.2M (-$2.64M)

55% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 31

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.87M
2
Morgan Stanley
Morgan Stanley
New York
+$1.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.18M
4
SNB
Security National Bank
Nebraska
+$653K
5
MF
Manchester Financial
California
+$291K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$2.17M
2
Jane Street
Jane Street
New York
-$1.19M
3
FF
Fortitude Financial
Washington
-$1.12M
4
US Bancorp
US Bancorp
Minnesota
-$977K
5
PWA
PCG Wealth Advisors
Kansas
-$971K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$11.9M -$466K -30,639 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M +$1.18M +77,269 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.23M -$157K -10,327 -4%
PNC
4
Park National Corp
Ohio
$4.12M -$33.5K -2,200 -0.8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.8M -$704K -46,281 -16%
Morgan Stanley
6
Morgan Stanley
New York
$3.75M +$1.46M +96,001 +67%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.32M -$565K -37,144 -15%
Bank of America
8
Bank of America
North Carolina
$2.99M -$91.9K -6,044 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.32M +$1.87M +123,066 +492%
BEI
10
Benjamin Edwards Inc
Missouri
$1.35M -$319K -20,975 -20%
DADC
11
D.A. Davidson & Co
Montana
$1.18M +$72.1K +4,743 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$983K -$291K -19,118 -23%
Raymond James Financial
13
Raymond James Financial
Florida
$790K -$19.2K -1,260 -2%
MWM
14
Modern Wealth Management
Kansas
$721K -$9.95K -654 -1%
LW
15
Lauer Wealth
Indiana
$715K +$113K +7,400 +20%
KAS
16
Kestra Advisory Services
Texas
$701K -$110K -7,237 -14%
SNB
17
Security National Bank
Nebraska
$679K +$653K +42,947 +10,845%
SF
18
Summit Financial
New Jersey
$569K – – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$490K -$11.7K -767 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$452K -$59.4K -3,902 -12%
WW
21
Waterfront Wealth
Kansas
$430K +$200K +13,165 +121%
TCFP
22
Treasure Coast Financial Planning
Florida
$430K +$15.3K +1,004 +4%
Stifel Financial
23
Stifel Financial
Missouri
$414K -$60K -3,945 -13%
MCM
24
Monument Capital Management
Virginia
$412K -$143K -9,426 -26%
CB
25
Chris Bulman
California
$408K +$78.5K +5,162 +25%
1
2 3

FTRI Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 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 2025, worth a combined $63.2M — down 4% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTRI positions and 10 closed out — a net gain of 2 holders — while 14 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.87M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.17M sold.

  • 65 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $63.2M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q4 2025, down 4% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q4 2025 and 10 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $1.87M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2025.