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

$14.12 0.00 (0.00%)
Closing price 08/1/2025 03:52 PM Eastern
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$14.13 +0.01 (+0.07%)
As of 08/1/2025 04:10 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)
$11.12M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$34.49M
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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
8/1/2025Envestnet 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%
7/25/2025 Atria 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%
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%
5/9/2025 Atria Wealth Solutions Inc.20,895$277K0.0%+46.7%0.303%
5/8/2025 Harbour Investments Inc.19,474$258K0.0%-12.1%0.282%
5/7/2025LPL Financial LLC799,174$10.58M0.0%-9.7%11.582%
5/6/2025Cetera Investment Advisers124,063$1.64M0.0%-46.4%1.798%
5/6/2025AE Wealth Management LLC10,283$136K0.0%-32.4%0.149%
5/5/2025Treasure Coast Financial Planning26,469$350K0.2%+4.7%0.384%
5/5/2025PCG Wealth Advisors LLC86,997$1.15M0.4%-23.8%1.261%
5/2/2025 Independent Wealth Network Inc.15,208$201K0.1%-10.0%0.220%
5/1/2025 CWM LLC2,722$36K0.0%+192.7%0.039%
4/29/2025Envestnet Asset Management Inc.135,765$1.80M0.0%+8.7%1.968%
4/28/2025 D.A. Davidson & CO.64,193$850K0.0%-3.2%0.930%
4/25/2025 Koshinski Asset Management Inc.25,993$344K0.0%-10.8%0.377%
4/25/2025 Monument Capital Management47,643$631K0.2%-10.9%0.690%
4/25/2025Waterfront Wealth Inc.12,840$170K0.0%-17.1%0.186%
4/23/2025 Global Assets Advisory LLC29,785$372K0.1%+56.8%0.432%
4/22/2025 Cambridge Investment Research Advisors Inc.446,142$5.91M0.0%-5.1%6.466%
4/15/2025 Focus Financial Network Inc.20,324$269K0.0%+15.2%0.295%
4/15/2025 Columbia Advisory Partners LLC26,642$353K0.3%-10.1%0.386%
4/9/2025 RFG Advisory LLC10,897$144K0.0%-95.5%0.158%
4/9/2025 Quad Cities Investment Group LLC27,419$363K0.2%-24.3%0.397%
4/2/2025 Park National Corp OH323,678$4.29M0.2%-0.7%3.900%
3/17/2025 Wealth Enhancement Advisory Services LLC15,169$182K0.0%N/A0.183%
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2/27/2025 REAP Financial Group LLC23,811$286K0.1%+3.8%0.287%
2/25/2025 Armis Advisers LLC23,811$286K0.0%N/A0.287%
2/24/2025 Ameriflex Group Inc.2,700$34K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers231,321$2.78M0.0%-23.0%2.787%
2/17/2025Citadel Advisors LLC36,695$441K0.0%+281.6%0.442%
2/17/2025Bank of America Corp DE105,281$1.27M0.0%+2.5%1.268%
2/14/2025Jane Street Group LLC37,694$453K0.0%-30.5%0.454%
2/14/2025Comerica Bank2,500$30K0.0%-41.4%0.030%
2/14/2025Susquehanna International Group LLP144,253$1.74M0.0%+89.9%1.738%
2/14/2025Stifel Financial Corp34,746$418K0.0%-25.3%0.419%
2/13/2025CreativeOne Wealth LLC47,225$568K0.0%+2.6%0.569%
2/13/2025Rockefeller Capital Management L.P.18,407$221K0.0%-6.0%0.222%
2/13/2025Raymond James Financial Inc.117,412$1.41M0.0%N/A1.415%
2/13/2025Envestnet Asset Management Inc.124,894$1.50M0.0%+2.6%1.505%
2/12/2025OLD Mission Capital LLC36,879$444K0.0%-74.6%0.444%
2/12/2025FSB Premier Wealth Management Inc.12,153$146K0.1%N/A0.146%
2/11/2025Modern Wealth Management LLC44,222$565K0.0%N/A0.533%
2/11/2025LPL Financial LLC885,045$10.64M0.0%-48.1%10.663%
2/10/2025 Harbour Investments Inc.22,143$266K0.0%-12.6%0.267%
2/10/2025Commonwealth Equity Services LLC278,338$3.35M0.0%-15.5%3.353%
2/6/2025Raymond James Financial Inc.117,412$1.41M0.0%N/A1.415%
2/3/2025Sigma Planning Corp16,128$194K0.0%-84.5%0.194%
1/31/2025Treasure Coast Financial Planning25,290$304K0.2%N/A0.305%
1/31/2025 Atria Wealth Solutions Inc.14,241$171K0.0%N/A0.172%
1/31/2025 D.A. Davidson & CO.66,319$798K0.0%-11.8%0.799%
1/31/2025 Monument Capital Management53,455$643K0.2%+2.1%0.644%
1/30/2025Principal Securities Inc.17,443$210K0.0%-18.0%0.210%
1/30/2025Aveo Capital Partners LLC16,803$202K0.0%-4.8%0.202%
1/30/2025Walkner Condon Financial Advisors LLC17,429$210K0.0%+6.3%0.210%
1/29/2025 Peterson Wealth Services9,034$109K0.0%-34.6%0.109%
1/29/2025 Focus Financial Network Inc.17,642$212K0.0%+10.9%0.213%
1/21/2025 Accel Wealth Management11,488$138K0.1%-13.7%0.138%
1/21/2025PCG Wealth Advisors LLC114,239$1.37M0.5%-11.4%1.376%
1/21/2025 RFG Advisory LLC243,844$2.93M0.1%+4.4%2.938%
1/17/2025 Independent Wealth Network Inc.16,907$203K0.1%-17.5%0.204%
1/17/2025 Janney Montgomery Scott LLC17,157$206K0.0%-15.7%0.207%
1/16/2025 Koshinski Asset Management Inc.29,131$350K0.0%+3.2%0.351%
1/16/2025 Cambridge Advisors Inc.18,770$226K0.1%-9.9%0.226%
1/15/2025 Ameritas Advisory Services LLC11,662$140K0.0%-73.9%0.141%
1/14/2025 Quad Cities Investment Group LLC36,204$435K0.2%-30.1%0.436%
1/13/2025 Columbia Advisory Partners LLC29,642$356K0.3%+6.6%0.357%
1/8/2025 Park National Corp OH326,108$3.92M0.1%-3.6%3.664%
12/13/2024B. Riley Wealth Advisors Inc.13,031$177K0.0%-78.9%0.130%
11/25/2024Sanctuary Advisors LLC22,519$296K0.0%-46.4%0.225%
11/15/2024MML Investors Services LLC22,810$308K0.0%-22.1%0.228%
11/15/2024Jane Street Group LLC54,199$731K0.0%-63.0%0.542%
11/15/2024Stifel Financial Corp46,489$627K0.0%-3.3%0.465%
11/14/2024Flow Traders U.S. LLC33,447$451K0.0%N/A0.334%
11/14/2024CreativeOne Wealth LLC46,037$621K0.0%N/A0.460%
11/13/2024 D.A. Davidson & CO.75,183$1.01M0.0%-5.0%0.752%
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11/5/2024 Harbour Investments Inc.25,326$342K0.0%-9.7%0.253%
11/5/2024Nations Financial Group Inc. IA ADV44,765$604K0.0%-3.5%0.448%
10/28/2024 Focus Financial Network Inc.15,912$215K0.0%+7.6%0.156%
10/23/2024 Cambridge Advisors Inc.20,836$281K0.1%-12.0%0.204%
10/23/2024 Global Assets Advisory LLC19,000$260K0.1%N/A0.186%
10/23/2024Cherry Creek Investment Advisors Inc.14,453$195K0.1%N/A0.142%
10/17/2024 RFG Advisory LLC233,571$3.15M0.1%+19.7%2.290%
10/16/2024 Quad Cities Investment Group LLC51,790$699K0.4%-25.3%0.508%
10/10/2024 Koshinski Asset Management Inc.28,217$381K0.0%-14.8%0.275%
9/5/2024Sanctuary Advisors LLC42,010$570K0.0%N/A0.336%
(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, 80 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 ($10.58M), Cambridge Investment Research Advisors Inc. ($5.91M), Security National Bank ($5.78M), Financial Partners Group Inc ($5.35M), Osaic Holdings Inc. ($5.15M), Royal Bank of Canada ($4.29M), and Park National Corp OH ($4.26M).Learn more on First Trust Indxx Global Natural Resources Income ETF's institutional investors.

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

Of the 58 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: Global Assets Advisory LLC ($338.94K), Raymond James Financial Inc. ($234.82K), Park National Corp OH ($197.00K), Cetera Investment Advisers ($195.72K), Walkner Condon Financial Advisors LLC ($163.46K), Commonwealth Equity Services LLC ($125.52K), and Cetera Advisors LLC ($108.51K).

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

Institutional investors have bought a total of 881,955 shares in the last 24 months. This purchase volume represents approximately $11.12M in transactions.

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

Of the 40 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: LPL Financial LLC ($905.27K), Flow Traders U.S. LLC ($551.16K), RFG Advisory LLC ($232.95K), Cetera Investment Advisers ($176.30K), Jane Street Group LLC ($122.66K), OLD Mission Capital LLC ($108.18K), and Sigma Planning Corp ($87.95K).

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

Institutional investors have sold a total of 2,711,919 shares in the last 24 months. This volume of shares sold represents approximately $34.49M in transactions.


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This page (NASDAQ:FTRI) was last updated on 8/2/2025 by MarketBeat.com Staff
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