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

First Trust Indxx Global Natural Resources Income ETF logo
$17.67 -0.20 (-1.12%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$13.23M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$8.44M
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FTRI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Modern 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%
3/17/2026Rockefeller Capital Management L.P.31,252$490K0.0%-2.4%0.456%
2/19/2026Van Diest Capital LLC15,832$248K0.4%N/A0.231%
2/17/2026 Cetera Investment Advisers211,736$3.32M0.0%-14.9%3.091%
2/17/2026Osaic Holdings Inc.28,816$452K0.0%-11.9%0.421%
2/17/2026Royal 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%
2/9/2026Harbour 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%
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%
11/17/2025Susquehanna International Group LLP25,016$380K0.0%-70.7%0.379%
11/17/2025Flow Traders U.S. LLC142,937$2.17M0.1%+65.6%2.166%
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11/17/2025Citadel Advisors LLC20,625$313K0.0%N/A0.313%
11/17/2025Bank of America Corp DE196,911$2.99M0.0%+86.2%2.984%
11/14/2025Raymond 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%
11/13/2025CreativeOne Wealth LLC10,563$160K0.0%-14.8%0.160%
11/13/2025Modern Wealth Management LLC46,698$710K0.0%-1.5%0.708%
11/12/2025US 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%
10/15/2025CWM 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%
9/4/2025Osaic Holdings Inc.33,485$477K0.0%-16.0%0.489%
8/15/2025Modern Wealth Management LLC47,423$675K0.0%+7.2%0.692%
8/15/2025Bank 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%
8/14/2025Raymond James Financial Inc.61,973$882K0.0%-12.2%0.905%
8/13/2025Flow 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%
8/12/2025CreativeOne Wealth LLC12,404$177K0.0%-72.6%0.181%
8/8/2025Rockefeller 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%
7/28/2025Harbour 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%
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%
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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%
5/14/2025Comerica Bank5,500$73K0.0%+120.0%0.080%
5/14/2025Flow Traders U.S. LLC62,751$831K0.0%-89.8%0.909%
5/9/2025Atria Wealth Solutions Inc.20,895$277K0.0%+46.7%0.303%
5/8/2025Harbour Investments Inc.19,474$258K0.0%-12.1%0.282%


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 LPL Financial LLC ($11.92M), Royal Bank of Canada ($10.64M), 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 52 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), Cetera Investment Advisers ($195.72K), Flow Traders U.S. LLC ($113.63K), Benjamin Edwards Inc. ($106.95K), Bank of America Corp DE ($96.37K), CreativeOne Wealth LLC ($91.92K), and Royal Bank of Canada ($77.27K).

Institutional investors have bought a total of 877,883 shares in the last 24 months. This purchase volume represents approximately $13.23M 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 560,347 shares in the last 24 months. This volume of shares sold represents approximately $8.44M in transactions.


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This page (NASDAQ:FTRI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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