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

First Trust Indxx Global Natural Resources Income ETF logo
$13.04
-0.01 (-0.08%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$18.41M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$19.36M
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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
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%
10/23/2024 Cherry Creek Investment Advisors Inc.14,453$195K0.1%N/A0.142%
10/17/2024RFG 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%
8/22/2024Cetera Investment Advisers323,848$4.20M0.0%+22.6%2.591%
8/19/2024B. Riley Wealth Advisors Inc.61,809$802K0.0%-12.2%0.494%
8/13/2024Benjamin Edwards Inc.13,797$179K0.0%-33.1%0.110%
8/6/2024 Ausdal Financial Partners Inc.151,329$1.96M0.2%-15.2%1.211%
8/1/2024 Waterfront Wealth Inc.15,535$201K0.1%N/A0.124%
7/31/2024Commonwealth Equity Services LLC1,546,989$20.06M0.0%+1.0%12.376%
7/29/2024Nations Financial Group Inc. IA ADV46,374$601K0.0%+3.8%0.371%
7/29/2024 Ameritas Advisory Services LLC63,710$826K0.0%-17.5%0.510%
7/26/2024 Walkner Condon Financial Advisors LLC16,257$211K0.0%-8.0%0.128%
7/26/2024Harbour Investments Inc.28,048$364K0.0%-6.6%0.220%
7/26/2024 Cambridge 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%
7/19/2024Raymond 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%
7/15/2024RFG 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%
7/12/2024 Accel 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%
4/30/2024 Arkadios 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%
4/25/2024 Cambridge Investment Research Advisors Inc.518,325$6.88M0.0%-6.5%3.742%
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4/23/2024Raymond James Financial Services Advisors Inc.159,883$2.12M0.0%-37.3%1.154%
4/19/2024 Accel Wealth Management19,450$258K0.1%-12.5%0.140%
4/19/2024 PCG Wealth Advisors LLC174,611$2.32M1.1%-54.5%1.261%
4/19/2024 Monument Capital Management57,698$766K0.2%-3.8%0.412%
4/16/2024 Cambridge Advisors Inc.24,845$330K0.1%-16.0%0.177%
4/15/2024Columbia 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%
4/12/2024 Global Assets Advisory LLC339,150$4.50M0.0%+737.4%2.423%
4/11/2024 Clarus Wealth Advisors27,363$371K0.2%N/A0.195%
4/11/2024RFG 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%
2/16/2024 Global 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%
2/9/2024 Cambridge Investment Research Advisors Inc.554,356$7.22M0.0%-9.2%3.290%
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%
2/7/2024 Principal 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%
2/1/2024 Monument 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%
1/26/2024Cedrus LLC48,302$629K0.4%+9.7%0.285%
1/25/2024RFG Advisory LLC266,187$3.47M0.1%-2.7%1.570%
1/25/2024 International Assets Investment Management LLC32,550$424K0.0%N/A0.192%
1/25/2024 Global Assets Advisory LLC40,500$527K0.7%+12.5%0.239%
1/24/2024 Arkadios Wealth Advisors245,614$3.20M0.3%-1.1%1.449%
1/24/2024 International Assets Investment Management LLC32,550$424K0.0%N/A0.192%
1/24/2024 Walkner Condon Financial Advisors LLC162,418$2.12M0.5%N/A0.958%
1/18/2024 Accel Wealth Management22,241$290K0.1%-19.1%0.131%
1/17/2024 Cambridge Advisors Inc.29,561$385K0.1%-59.3%0.174%
1/16/2024Raymond James Financial Services Advisors Inc.255,015$3.32M0.0%-19.0%1.500%
1/16/2024Raymond James & Associates271,335$3.53M0.0%-15.4%1.596%
1/11/2024 Ausdal 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%
11/21/2023Tompkins Financial Corp2,511$32K0.0%-30.5%0.014%
11/16/2023Harbour Investments Inc.35,427$447K0.0%-7.8%0.198%
11/14/2023 PCA 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%
11/8/2023 Ausdal 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%
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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%
10/25/2023 Monument Capital Management63,435$801K0.2%N/A0.350%
10/24/2023Raymond James Financial Services Advisors Inc.314,831$3.98M0.0%+0.7%1.735%
10/24/2023Raymond James & Associates320,697$4.05M0.0%-20.2%1.767%
10/24/2023 Cambridge 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%
(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 ($30.84M), Commonwealth Equity Services LLC ($20.06M), Royal Bank of Canada ($9.47M), Advisor Group Holdings Inc. ($9.03M), Bensler LLC ($7.27M), Cambridge Investment Research Advisors Inc. ($6.18M), and Baird Financial Group Inc. ($5.79M).Learn more on FTRI's institutional investors.

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

Of the 66 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 ($1.00M), Financial Partners Group Inc ($725.42K), Cambridge Investment Research Advisors Inc. ($525.83K), Baird Financial Group Inc. ($404.18K), Global Assets Advisory LLC ($365.65K), Park National Corp OH ($338.85K), and Arkadios Wealth Advisors ($233.80K).

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

Institutional investors have bought a total of 6,909,202 shares in the last 24 months. This purchase volume represents approximately $151.48M in transactions.

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

Of the 49 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: PCG Wealth Advisors LLC ($740.55K), Raymond James Financial Services Advisors Inc. ($614.22K), RFG Advisory LLC ($266.72K), LPL Financial LLC ($264.32K), OLD Mission Capital LLC ($198.20K), Raymond James & Associates ($188.15K), and Security National Bank ($171.71K).

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

Institutional investors have sold a total of 4,096,441 shares in the last 24 months. This volume of shares sold represents approximately $74.05M in transactions.



This page (NASDAQ:FTRI) was last updated on 11/2/2024 by MarketBeat.com Staff
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