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

72 hedge funds and large institutions have $85.5M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $63.2M → $85.5M (+$22.4M)

11% more funds holding

Funds holding: 65 → 72 (+7)

2.87% more ownership

Funds ownership: 60.98% → 63.86% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
4
Jane Street
Jane Street
New York
+$1.28M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.02M

Top Sellers

1
BEI
Benjamin Edwards Inc
Missouri
-$1.35M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$960K
3
Bank of America
Bank of America
North Carolina
-$238K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$227K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$21.2M +$7.53M +425,909 +56%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.5M +$2.32M +131,076 +19%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.86M +$1.51M +85,452 +35%
PNC
4
Park National Corp
Ohio
$4.69M -$3.48K -197 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$4.17M -$98.8K -5,588 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.85M -$960K -54,280 -20%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.73M -$45.8K -2,591 -1%
Bank of America
8
Bank of America
North Carolina
$3.17M -$238K -13,476 -7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.42M -$224K -12,659 -9%
DADC
10
D.A. Davidson & Co
Montana
$1.42M +$80.3K +4,539 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.41M +$287K +16,230 +26%
Jane Street
12
Jane Street
New York
$1.3M +$1.28M +72,570 New
Raymond James Financial
13
Raymond James Financial
Florida
$1.26M +$352K +19,889 +39%
SNB
14
Security National Bank
Nebraska
$1.12M +$347K +19,631 +45%
GIA
15
Gladstone Institutional Advisory
Florida
$1.03M +$1.02M +57,649 New
LW
16
Lauer Wealth
Indiana
$978K +$172K +9,750 +22%
KAS
17
Kestra Advisory Services
Texas
$748K -$49.5K -2,798 -6%
MF
18
Manchester Financial
California
$697K +$352K +19,898 +104%
LFAS
19
Level Four Advisory Services
Texas
$694K +$688K +38,893 New
MWM
20
Modern Wealth Management
Kansas
$681K -$145K -8,173 -18%
SF
21
Summit Financial
New Jersey
$629K -$19.6K -1,108 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$558K +$389 +22 +0.1%
TCFP
23
Treasure Coast Financial Planning
Florida
$490K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$470K -$44.2K -2,499 -9%
CB
25
Chris Bulman
California
$465K +$371 +21 +0.1%
1
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FTRI Hedge Fund Activity: Q1 2026 in Review

72 of the 8,125 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 2026, worth a combined $85.5M — up 35% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTRI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.53M. The largest seller was Benjamin Edwards Inc, exiting entirely with an estimated $1.35M sold.

  • 72 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $85.5M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q1 2026 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q1 2026 was LPL Financial, an estimated $7.53M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q1 2026 was Benjamin Edwards Inc, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.