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

$13.28
+0.12 (+0.91%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$24.83M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$28.57M
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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
7/26/2024Walkner Condon Financial Advisors LLC16,257$211K0.0%-8.0%0.128%
7/26/2024Harbour Investments Inc.28,048$364K0.0%-6.6%0.220%
7/26/2024Cambridge Investment Research Advisors Inc.476,768$6.18M0.0%-8.0%3.739%
7/19/2024 Financial Partners Group Inc412,513$5.35M0.8%-10.5%3.235%
7/19/2024 Raymond James & Associates132,793$1.72M0.0%-12.5%0.998%
7/16/2024 PCG Wealth Advisors LLC146,930$1.91M0.8%-15.9%1.105%
7/15/2024 Park National Corp OH338,853$4.40M0.2%+3.2%2.548%
7/15/2024 RFG Advisory LLC195,198$2.53M0.1%-4.8%1.468%
7/13/2024 Quad Cities Investment Group LLC69,303$899K0.5%-2.3%0.521%
7/12/2024Accel Wealth Management15,353$199K0.1%-21.1%0.115%
7/11/2024 Cambridge Advisors Inc.23,669$307K0.1%-4.7%0.178%
5/24/2024Cetera Advisors LLC219,796$2.92M0.0%+42.7%1.587%
5/24/2024Cetera Investment Advisers264,087$3.51M0.0%+106.1%1.907%
5/20/2024 Independent Wealth Network Inc.26,571$353K0.2%-6.4%0.192%
5/17/2024Comerica Bank4,265$57K0.0%-25.6%0.031%
5/16/2024Jane Street Group LLC393,753$5.23M0.0%+14.0%2.843%
5/16/2024B. Riley Wealth Advisors Inc.70,379$889K0.0%+17.9%0.508%
5/14/2024CreativeOne Wealth LLC44,698$593K0.0%N/A0.323%
5/9/2024 Koshinski Asset Management Inc.35,702$474K0.0%-36.3%0.258%
5/1/2024 Janney Montgomery Scott LLC24,367$323K0.0%+4.7%0.176%
4/30/2024Arkadios Wealth Advisors225,715$3.00M0.2%-8.1%1.630%
4/29/2024Commonwealth Equity Services LLC1,532,421$20.34M0.0%+3.8%11.064%
4/29/2024Benjamin Edwards Inc.20,619$274K0.1%-10.2%0.149%
4/25/2024Cambridge Investment Research Advisors Inc.518,325$6.88M0.0%-6.5%3.742%
4/23/2024 Raymond James Financial Services Advisors Inc.159,883$2.12M0.0%-37.3%1.154%
4/19/2024Accel Wealth Management19,450$258K0.1%-12.5%0.140%
4/19/2024 PCG Wealth Advisors LLC174,611$2.32M1.1%-54.5%1.261%
4/19/2024Monument Capital Management57,698$766K0.2%-3.8%0.412%
4/16/2024 Cambridge Advisors Inc.24,845$330K0.1%-16.0%0.177%
4/15/2024 Columbia Advisory Partners LLC29,548$392K0.4%-31.7%0.211%
4/13/2024 Quad Cities Investment Group LLC70,906$941K0.5%-1.6%0.506%
4/12/2024Global Assets Advisory LLC339,150$4.50M0.0%+737.4%2.423%
4/11/2024 Clarus Wealth Advisors27,363$371K0.2%N/A0.195%
4/11/2024 RFG Advisory LLC204,965$2.72M0.1%-23.0%1.464%
4/1/2024 Park National Corp OH328,354$4.36M0.2%+0.8%1.949%
3/15/2024B. Riley Wealth Advisors Inc.59,673$777K0.0%-15.2%0.354%
2/16/2024Global Assets Advisory LLC40,500$530K0.7%+12.5%0.240%
2/14/2024 Security National Bank443,923$5.78M1.3%-20.5%2.635%
2/9/2024Nations Financial Group Inc. IA ADV45,197$588K0.1%+3.5%0.268%
2/9/2024Cambridge Investment Research Advisors Inc.554,356$7.22M0.0%-9.2%3.290%
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2/9/2024D.A. Davidson & CO.82,763$1.08M0.0%-9.6%0.491%
2/7/2024Avantax Advisory Services Inc.82,786$1.08M0.0%-9.9%0.491%
2/7/2024Principal Securities Inc.88,799$1.16M0.0%N/A0.527%
2/6/2024Benjamin F. Edwards & Company Inc.60,412$787K0.0%+7.7%0.359%
2/6/2024Aveo Capital Partners LLC35,371$461K0.1%-2.4%0.210%
2/5/2024Kestra Private Wealth Services LLC21,351$278K0.0%-7.8%0.127%
2/1/2024Monument Capital Management60,003$781K0.3%-5.4%0.354%
2/1/2024Sigma Planning Corp73,272$954K0.1%+23.8%0.432%
1/31/2024Peterson Wealth Services13,385$174K0.1%N/A0.079%
1/30/2024 PCG Wealth Advisors LLC383,879$5.00M2.8%-0.7%2.265%
1/29/2024 Koshinski Asset Management Inc.56,044$730K0.1%+37.3%0.331%
1/26/2024 Cedrus LLC48,302$629K0.4%+9.7%0.285%
1/25/2024 RFG Advisory LLC266,187$3.47M0.1%-2.7%1.570%
1/25/2024International Assets Investment Management LLC32,550$424K0.0%N/A0.192%
1/25/2024Global Assets Advisory LLC40,500$527K0.7%+12.5%0.239%
1/24/2024Arkadios Wealth Advisors245,614$3.20M0.3%-1.1%1.449%
1/24/2024International Assets Investment Management LLC32,550$424K0.0%N/A0.192%
1/24/2024Walkner Condon Financial Advisors LLC162,418$2.12M0.5%N/A0.958%
1/18/2024Accel Wealth Management22,241$290K0.1%-19.1%0.131%
1/17/2024 Cambridge Advisors Inc.29,561$385K0.1%-59.3%0.174%
1/16/2024 Raymond James Financial Services Advisors Inc.255,015$3.32M0.0%-19.0%1.500%
1/16/2024 Raymond James & Associates271,335$3.53M0.0%-15.4%1.596%
1/11/2024Ausdal Financial Partners Inc.127,250$1.66M0.2%-8.0%0.749%
1/10/2024 Quad Cities Investment Group LLC72,054$928K0.6%-18.7%0.424%
1/2/2024 Park National Corp OH325,896$4.24M0.2%+15.6%1.821%
12/1/2023B. Riley Wealth Advisors Inc.70,379$889K0.0%+6.0%0.393%
11/21/2023 Tompkins Financial Corp2,511$32K0.0%-30.5%0.014%
11/16/2023Harbour Investments Inc.35,427$447K0.0%-7.8%0.198%
11/14/2023PCA Investment Advisory Services Inc.14,076$178K0.1%-19.7%0.079%
11/13/2023LPL Financial LLC2,442,159$30.84M0.0%-9.8%13.643%
11/13/2023Kestra Advisory Services LLC33,474$423K0.0%-27.5%0.187%
11/8/2023Ausdal Financial Partners Inc.138,341$1.75M0.2%+38.0%0.773%
11/8/2023D.A. Davidson & CO.91,534$1.16M0.0%+11.0%0.511%
11/8/2023 Janney Montgomery Scott LLC26,335$333K0.0%-8.3%0.147%
11/8/2023Avantax Advisory Services Inc.91,914$1.16M0.0%+1.5%0.513%
11/8/2023Oppenheimer & Co. Inc.13,172$166K0.0%N/A0.074%
11/8/2023Kestra Private Wealth Services LLC23,147$292K0.0%-62.1%0.129%
11/6/2023Aveo Capital Partners LLC36,242$458K0.1%+12.9%0.202%
11/6/2023Sigma Planning Corp59,195$748K0.0%-45.7%0.331%
10/25/2023Monument Capital Management63,435$801K0.2%N/A0.350%
10/24/2023 Raymond James Financial Services Advisors Inc.314,831$3.98M0.0%+0.7%1.735%
10/24/2023 Raymond James & Associates320,697$4.05M0.0%-20.2%1.767%
10/24/2023Cambridge Investment Research Advisors Inc.610,693$7.71M0.0%+11.4%3.365%
10/23/2023Commonwealth Equity Services LLC1,096,213$13.84M0.0%+0.2%6.007%
10/20/2023 Security National Bank558,528$7.08M2.0%-2.5%3.060%
10/20/2023 SFG Wealth Management LLC.59,138$747K0.6%N/A0.324%
10/20/2023Accel Wealth Management27,489$347K0.2%-9.6%0.151%
10/19/2023Simplicity Solutions LLC118,441$1.50M0.0%+5.9%0.649%
10/18/2023 Cambridge Advisors Inc.72,690$918K0.2%-30.7%0.396%
10/16/2023 Columbia Advisory Partners LLC35,874$453K0.5%-6.0%0.195%
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10/16/2023 RFG Advisory LLC273,706$3.46M0.2%-13.3%1.492%
10/13/2023Arkadios Wealth Advisors248,365$3.14M0.3%+7.6%1.353%
10/11/2023AE Wealth Management LLC50,705$640K0.0%-18.5%0.276%
10/5/2023 Quad Cities Investment Group LLC88,681$1.12M0.8%+75.8%0.483%
10/4/2023Global Assets Advisory LLC36,000$455K0.4%+4.3%0.194%
10/2/2023 Park National Corp OH282,026$3.56M0.2%+98.8%1.516%
8/16/2023PCA Investment Advisory Services Inc.17,529$220K0.1%-13.8%0.094%
8/14/2023Snowden Capital Advisors LLC134,514$1.69M0.1%-0.7%0.723%
8/11/2023Kestra Advisory Services LLC46,170$580K0.0%-13.5%0.248%
8/11/2023D.A. Davidson & CO.82,461$1.04M0.0%+67.2%0.443%
(Data available from 1/1/2016 forward)

FTRI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTRI shares?

During the previous two years, 86 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 ($30.84M), Commonwealth Equity Services LLC ($20.34M), Royal Bank of Canada ($9.47M), Advisor Group Holdings Inc. ($9.03M), Bensler LLC ($7.27M), ODonnell Financial Services LLC ($6.51M), and Cambridge Investment Research Advisors Inc. ($6.18M).Learn more on FTRI's institutional investors.

Which institutional investors have been buying First Trust Indxx Global Natural Resources Income ETF stock?

Of the 73 institutional investors that purchased First Trust Indxx Global Natural Resources Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.59M), Financial Partners Group Inc ($725.42K), PCG Wealth Advisors LLC ($627.57K), Cambridge Investment Research Advisors Inc. ($530.05K), ODonnell Financial Services LLC ($489.52K), RFG Advisory LLC ($461.92K), and Baird Financial Group Inc. ($404.18K).

How much institutional buying is happening at First Trust Indxx Global Natural Resources Income ETF?

Institutional investors have bought a total of 9,710,398 shares in the last 24 months. This purchase volume represents approximately $227.49M in transactions.

Which First Trust Indxx Global Natural Resources Income ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold First Trust Indxx Global Natural Resources Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($807.93K), PCG Wealth Advisors LLC ($740.55K), Kestra Advisory Services LLC ($515.83K), Raymond James & Associates ($335.60K), Sigma Planning Corp ($310.63K), RFG Advisory LLC ($266.72K), and LPL Financial LLC ($264.32K).

How much institutional selling is happening at First Trust Indxx Global Natural Resources Income ETF?

Institutional investors have sold a total of 5,243,807 shares in the last 24 months. This volume of shares sold represents approximately $103.73M in transactions.


This page (NASDAQ:FTRI) was last updated on 7/27/2024 by MarketBeat.com Staff

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