Who Owns FTRI?
First Trust Indxx Global Natural Resources Income ETF — Institutional Ownership & 13F Holdings
$17.50
-0.14 (-0.79%)
Market Cap
$112.1M
Shares Outstanding
6,196,774
Institutional Holders
64
Total Inst. Value
$40.8M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
16
Closed Positions
10
Increased
13
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $6.7M | 504,799 |
| 2 | Cambridge Investment Research Advisors, Inc. | $5.9M | 446,142 |
| 3 | ROYAL BANK OF CANADA | $4.3M | 324,318 |
| 4 | PARK NATIONAL CORP /OH/ | $4.3M | 323,678 |
| 5 | Aft, Forsyth & Sober, LLC | $2.7M | 225,000 |
| 6 | Cetera Investment Advisers | $1.6M | 124,063 |
| 7 | BANK OF AMERICA CORP /DE/ | $1.4M | 103,158 |
| 8 | PCG Wealth Advisors, LLCNew | $1.2M | 86,997 |
| 9 | RAYMOND JAMES FINANCIAL INC | $935K | 70,615 |
| 10 | D.A. DAVIDSON & CO. | $850K | 64,193 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PCG Wealth Advisors, LLCNew | +87K | $1.2M |
| UBS Group AG | +22K | $729K |
| Monument Capital ManagementNew | +48K | $631K |
| Virtue Capital Management, LLCNew | +34K | $446K |
| Global Assets Advisory, LLC | +11K | $372K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | -551K | $831K |
| RFG Advisory, LLC | -233K | $144K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -127K | $227K |
| COMMONWEALTH EQUITY SERVICES, LLC | -123K | $2K |
| Cetera Investment Advisers | -107K | $1.6M |
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Frequently Asked Questions
How many institutional investors hold FTRI?
As of Q1 2025, 64 institutional investors report holding FTRI (First Trust Indxx Global Natural Resources Income ETF) in their 13F filings.
Which hedge fund owns the most FTRI?
The largest institutional holder of FTRI is MORGAN STANLEY with $6.7M in shares.
Are institutions buying or selling FTRI?
This quarter, 16 institutions opened new positions in FTRI and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.