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First Trust Indxx Global Natural Resources Income ETF (FTRI) Institutional Ownership

First Trust Indxx Global Natural Resources Income ETF logo
$17.32 -0.07 (-0.40%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$14.70M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$8.28M
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FTRI Institutional Buying and Selling by Quarter

First Trust Indxx Global Natural Resources Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC3,458$62K0.0%N/A0.045%
5/19/2026 Bank of America Corp DE177,391$3.17M0.0%-7.1%2.304%
5/18/2026 Royal Bank of Canada810,328$14.46M0.0%+19.3%10.524%
5/15/2026 Van Diest Capital LLC14,054$251K0.2%-11.2%0.183%
5/14/2026 Modern Wealth Management LLC37,871$681K0.0%-17.8%0.492%
5/13/2026 Cetera Investment Advisers209,145$3.73M0.0%-1.2%2.716%
5/5/2026 D.A. Davidson & CO.79,567$1.42M0.0%+6.0%1.033%
4/30/2026 Kestra Advisory Services LLC41,909$748K0.0%-6.3%0.559%
4/28/2026 Walkner Condon Financial Advisors LLC20,131$359K0.0%+22.7%0.268%
4/28/2026 Koshinski Asset Management Inc.12,221$218K0.0%-12.4%0.163%
4/24/2026 Columbia Advisory Partners LLC13,686$244K0.2%-11.6%0.182%
4/23/2026 Manchester Financial Inc.39,024$697K0.1%+104.0%0.520%
3/17/2026 Rockefeller Capital Management L.P.31,252$490K0.0%-2.4%0.456%
2/19/2026 Van Diest Capital LLC15,832$248K0.4%N/A0.231%
2/17/2026 Cetera Investment Advisers211,736$3.32M0.0%-14.9%3.091%
2/17/2026 Osaic Holdings Inc.28,816$452K0.0%-11.9%0.421%
2/17/2026 Royal Bank of Canada679,252$10.64M0.0%+12.8%9.916%
2/13/2026 Kestra Advisory Services LLC44,707$701K0.0%-13.9%0.653%
2/13/2026 Stifel Financial Corp26,401$414K0.0%-13.0%0.385%
2/12/2026 Commonwealth Equity Services LLC270,072$4.23M0.0%-3.7%3.943%
2/12/2026 Manchester Financial Inc.19,126$300K0.1%N/A0.279%
2/11/2026 LPL Financial LLC760,432$11.92M0.0%-3.9%11.101%
2/9/2026 Harbour Investments Inc.16,115$253K0.0%-4.7%0.235%
2/5/2026 Security National Bank43,343$679K0.1%+10,845.2%0.633%
2/5/2026 PCG Wealth Advisors LLC14,763$231K0.1%-81.2%0.216%
2/3/2026 Koshinski Asset Management Inc.13,948$219K0.0%-35.0%0.204%
2/3/2026 International Assets Investment Management LLC1,600$25K0.0%N/A0.023%
2/3/2026 FSB Premier Wealth Management Inc.11,812$185K0.1%N/A0.172%
2/2/2026 Benjamin Edwards Inc.85,976$1.35M0.0%-19.6%1.255%
1/29/2026 D.A. Davidson & CO.75,028$1.18M0.0%+6.7%1.128%
1/27/2026 Waterfront Wealth Inc.24,015$376K0.1%+121.3%0.361%
1/26/2026 Monument Capital Management26,313$412K0.1%-26.4%0.396%
1/22/2026 Columbia Advisory Partners LLC15,485$243K0.2%-13.6%0.233%
1/22/2026 Treasure Coast Financial Planning27,429$430K0.2%+3.8%0.412%
1/21/2026 Cambridge Advisors Inc.17,369$272K0.1%-6.1%0.261%
1/21/2026 Walkner Condon Financial Advisors LLC16,409$257K0.0%-3.8%0.247%
1/15/2026 Brookstone Capital Management23,405$367K0.0%+21.8%0.352%
1/14/2026 Chris Bulman Inc26,036$408K0.2%+24.7%0.394%
1/12/2026 Lauer Wealth LLC43,830$715K0.5%+20.3%0.664%
1/8/2026 Wealth Enhancement Advisory Services LLC13,924$227K0.0%-6.2%0.211%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

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1/5/2026 Park National Corp OH262,910$4.12M0.1%-0.8%3.983%
1/5/2026 Holos Integrated Wealth LLC13,409$214K0.1%N/A0.203%
11/17/2025 Susquehanna International Group LLP25,016$380K0.0%-70.7%0.379%
11/17/2025 Flow Traders U.S. LLC142,937$2.17M0.1%+65.6%2.166%
11/17/2025 Citadel Advisors LLC20,625$313K0.0%N/A0.313%
11/17/2025 Bank of America Corp DE196,911$2.99M0.0%+86.2%2.984%
11/14/2025 Raymond James Financial Inc.51,710$786K0.0%-16.6%0.783%
11/13/2025 PCG Wealth Advisors LLC78,584$1.19M0.3%-2.0%1.191%
11/13/2025 CreativeOne Wealth LLC10,563$160K0.0%-14.8%0.160%
11/13/2025 Modern Wealth Management LLC46,698$710K0.0%-1.5%0.708%
11/12/2025 US Bancorp DE65,926$1.00M0.0%+12,108.5%0.999%
11/10/2025 Koshinski Asset Management Inc.21,443$326K0.0%-14.7%0.325%
11/6/2025 Ameritas Advisory Services LLC6,423$98K0.0%-32.3%0.097%
11/6/2025 Waterfront Wealth Inc.10,850$164K0.0%-15.2%0.164%
11/5/2025 Envestnet Asset Management Inc.81,832$1.24M0.0%-11.3%1.240%
11/4/2025 UMB Bank n.a.16,625$253K0.0%N/A0.252%
11/3/2025 Crumly & Associates Inc.12,355$188K0.0%-29.3%0.187%
10/29/2025 Walkner Condon Financial Advisors LLC17,064$259K0.0%-11.0%0.259%
10/24/2025 Columbia Advisory Partners LLC17,931$272K0.2%-29.2%0.272%
10/23/2025 Benjamin Edwards Inc.106,951$1.63M0.0%N/A1.620%
10/22/2025 D.A. Davidson & CO.70,285$1.07M0.0%+1.4%1.065%
10/20/2025 Chris Bulman Inc20,874$317K0.2%N/A0.312%
10/20/2025 Lauer Wealth LLC36,430$558K0.4%+13.1%0.544%
10/15/2025 CWM LLC11,156$170K0.0%+309.8%0.161%
10/15/2025 Independent Wealth Network Inc.13,752$209K0.1%-6.1%0.198%
10/15/2025 Brookstone Capital Management19,212$292K0.0%N/A0.276%
10/14/2025 Monument Capital Management35,739$543K0.1%-11.2%0.514%
10/14/2025 Fortitude Financial LLC30,026$456K0.3%-2.4%0.432%
10/1/2025 Park National Corp OH265,110$4.03M0.1%-11.3%3.870%
9/24/2025 Fortitude Financial LLC30,760$438K0.3%N/A0.449%
9/4/2025 Osaic Holdings Inc.33,485$477K0.0%-16.0%0.489%
8/15/2025 Modern Wealth Management LLC47,423$675K0.0%+7.2%0.692%
8/15/2025 Bank of America Corp DE105,736$1.51M0.0%+2.5%1.544%
8/14/2025 Jane Street Group LLC42,626$607K0.0%+80.3%0.622%
8/14/2025 Raymond James Financial Inc.61,973$882K0.0%-12.2%0.905%
8/13/2025 Flow Traders U.S. LLC86,297$1.23M0.0%+37.5%1.260%
8/13/2025 Holos Integrated Wealth LLC18,672$269K0.2%-33.7%0.273%
8/13/2025 Northwestern Mutual Wealth Management Co.1,789$25K0.0%N/A0.026%
8/13/2025 Lauer Wealth LLC32,200$463K0.4%N/A0.470%
8/12/2025 CreativeOne Wealth LLC12,404$177K0.0%-72.6%0.181%
8/8/2025 Rockefeller Capital Management L.P.26,449$376K0.0%+43.4%0.386%
8/8/2025 Cetera Investment Advisers122,691$1.75M0.0%-1.1%1.791%
8/7/2025 PCG Wealth Advisors LLC80,182$1.14M0.6%-7.8%1.171%
8/6/2025 Walkner Condon Financial Advisors LLC19,180$273K0.1%+9.3%0.280%
8/1/2025 Envestnet Asset Management Inc.92,268$1.31M0.0%-32.0%1.347%
7/30/2025 D.A. Davidson & CO.69,330$987K0.0%+8.0%1.012%
7/29/2025 Koshinski Asset Management Inc.25,128$358K0.0%-3.3%0.367%
7/28/2025 Harbour Investments Inc.17,248$245K0.0%-11.4%0.252%
7/25/2025Atria Wealth Solutions Inc.25,873$368K0.0%+23.8%0.378%
7/24/2025 Monument Capital Management40,242$573K0.1%-15.5%0.587%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
7/24/2025 Columbia Advisory Partners LLC25,341$361K0.3%-4.9%0.370%
7/21/2025 Ameritas Advisory Services LLC9,481$135K0.0%-16.1%0.138%
7/11/2025 Quad Cities Investment Group LLC18,365$261K0.1%-33.0%0.268%
7/10/2025 Focus Financial Network Inc.18,255$260K0.0%-10.2%0.266%
7/2/2025 Crumly & Associates Inc.17,466$249K0.1%N/A0.253%
7/1/2025 Park National Corp OH299,010$4.26M0.1%-7.6%4.333%
5/19/2025Jane Street Group LLC23,645$313K0.0%-37.3%0.343%
5/15/2025Royal Bank of Canada324,318$4.29M0.0%-5.4%4.700%
5/15/2025OLD Mission Capital LLC107,566$1.42M0.0%+191.7%1.559%
5/14/2025CreativeOne Wealth LLC45,263$599K0.0%-4.2%0.656%


FTRI Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 institutional investors and hedge funds held shares of First Trust Indxx Global Natural Resources Income ETF. The most heavily invested institutionals were Royal Bank of Canada ($14.46M), LPL Financial LLC ($11.92M), Cambridge Investment Research Advisors Inc. ($5.91M), Financial Partners Group Inc ($5.35M), Commonwealth Equity Services LLC ($4.23M), Park National Corp OH ($4.12M), and Cetera Investment Advisers ($3.73M).Learn more on First Trust Indxx Global Natural Resources Income ETF's institutional investors.

Of the 51 institutional investors that purchased First Trust Indxx Global Natural Resources Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($234.82K), Royal Bank of Canada ($208.35K), Flow Traders U.S. LLC ($113.63K), Benjamin Edwards Inc. ($106.95K), Bank of America Corp DE ($96.37K), OLD Mission Capital LLC ($70.69K), and Susquehanna International Group LLP ($68.29K).

Institutional investors have bought a total of 941,730 shares in the last 24 months. This purchase volume represents approximately $14.70M in transactions.

Of the 32 institutional investors that sold First Trust Indxx Global Natural Resources Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PCG Wealth Advisors LLC ($72.23K), Park National Corp OH ($60.77K), Susquehanna International Group LLP ($60.37K), Envestnet Asset Management Inc. ($53.93K), Cetera Investment Advisers ($41.11K), CreativeOne Wealth LLC ($34.70K), and LPL Financial LLC ($30.64K).

Institutional investors have sold a total of 543,200 shares in the last 24 months. This volume of shares sold represents approximately $8.28M in transactions.



This page (NASDAQ:FTRI) was last updated on 6/3/2026 by MarketBeat.com Staff.
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