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

$13.85
+0.17 (+1.24%)
(As of 03:15 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$36.95M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$31.48M
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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
5/9/2024Koshinski 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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond 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%
4/15/2024 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%
4/12/2024 Global Assets Advisory LLC339,150$4.50M0.0%+737.4%2.423%
4/11/2024 Clarus Wealth Advisors27,363$371K0.2%N/A0.195%
4/11/2024 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%
2/16/2024 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%
2/9/2024 Nations 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%
2/7/2024Principal Securities Inc.88,799$1.16M0.0%N/A0.527%
2/6/2024 Benjamin F. Edwards & Company Inc.60,412$787K0.0%+7.7%0.359%
2/6/2024 Aveo Capital Partners LLC35,371$461K0.1%-2.4%0.210%
2/5/2024 Kestra Private Wealth Services LLC21,351$278K0.0%-7.8%0.127%
2/1/2024 Monument Capital Management60,003$781K0.3%-5.4%0.354%
2/1/2024 Sigma Planning Corp73,272$954K0.1%+23.8%0.432%
1/31/2024 Peterson Wealth Services13,385$174K0.1%N/A0.079%
1/30/2024 PCG Wealth Advisors LLC383,879$5.00M2.8%-0.7%2.265%
1/29/2024Koshinski 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%
1/25/2024 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%
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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%
1/16/2024 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%
1/11/2024 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%
11/21/2023 Tompkins Financial Corp2,511$32K0.0%-30.5%0.014%
11/16/2023Harbour Investments Inc.35,427$447K0.0%-7.8%0.198%
11/14/2023 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%
11/8/2023Avantax Advisory Services Inc.91,914$1.16M0.0%+1.5%0.513%
11/8/2023 Oppenheimer & Co. Inc.13,172$166K0.0%N/A0.074%
11/8/2023 Kestra Private Wealth Services LLC23,147$292K0.0%-62.1%0.129%
11/6/2023 Aveo Capital Partners LLC36,242$458K0.1%+12.9%0.202%
11/6/2023 Sigma Planning Corp59,195$748K0.0%-45.7%0.331%
10/25/2023 Monument 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%
10/24/2023 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%
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%
10/20/2023 Accel 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%
10/16/2023 RFG Advisory LLC273,706$3.46M0.2%-13.3%1.492%
10/13/2023 Arkadios 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%
10/4/2023 Global 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%
8/16/2023 PCA 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%
8/10/2023Osaic Holdings Inc.409,611$5.15M0.0%-27.0%2.202%
8/10/2023Commonwealth Equity Services LLC1,094,045$13.75M0.0%+5.0%5.882%
8/10/2023Cetera Advisors LLC203,950$2.56M0.0%+26.5%1.097%
8/10/2023Cetera Advisor Networks LLC91,308$1.15M0.0%-51.3%0.491%
8/10/2023Cetera Investment Advisers113,627$1.43M0.0%-58.0%0.611%
8/9/2023Flow Traders U.S. LLC136,536$1.72M0.1%+89.3%0.734%
8/9/2023 Coastal Investment Advisors Inc.2,900$36K0.0%N/A0.016%
8/8/2023 Aveo Capital Partners LLC32,114$404K0.1%+8.1%0.173%
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8/8/2023 Kestra Private Wealth Services LLC61,028$767K0.0%+5.7%0.328%
8/8/2023 Financial Partners Group Inc662,755$8.68M1.8%-8.6%3.563%
8/8/2023Prospera Financial Services Inc64,814$815K0.0%+11.4%0.348%
8/4/2023Envestnet Asset Management Inc.190,606$2.40M0.0%+10.1%1.025%
8/3/2023 CWM LLC6,371$80K0.0%-24.7%0.034%
8/3/2023 RFG Advisory LLC315,829$3.97M0.2%-20.1%1.698%
8/2/2023 Columbia Advisory Partners LLC38,145$479K0.5%+180.0%0.205%
8/2/2023 Sigma Planning Corp109,005$1.37M0.0%-1.4%0.586%
7/31/2023LPL Financial LLC2,706,480$34.02M0.0%+2.9%14.551%
7/31/2023 Ausdal Financial Partners Inc.100,255$1.26M0.2%-16.7%0.539%
(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), Financial Partners Group Inc ($8.68M), Bensler LLC ($7.27M), and Cambridge Investment Research Advisors Inc. ($6.88M).Learn more on FTRI's institutional investors.

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

Of the 79 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), Commonwealth Equity Services LLC ($835.72K), PCG Wealth Advisors LLC ($826.38K), Financial Partners Group Inc ($725.42K), Security National Bank ($621.02K), Cambridge Investment Research Advisors Inc. ($583.77K), and ODonnell Financial Services LLC ($489.52K).

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

Institutional investors have bought a total of 11,876,209 shares in the last 24 months. This purchase volume represents approximately $292.69M in transactions.

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

Of the 50 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 ($712.87K), Kestra Advisory Services LLC ($515.83K), Raymond James & Associates ($316.67K), Sigma Planning Corp ($310.63K), LPL Financial LLC ($264.32K), and RFG Advisory LLC ($256.96K).

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

Institutional investors have sold a total of 5,083,782 shares in the last 24 months. This volume of shares sold represents approximately $101.66M in transactions.


This page (NASDAQ:FTRI) was last updated on 5/9/2024 by MarketBeat.com Staff

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