FTRI Institutional Ownership
First Trust Indxx Global Natural Resources Income ETF
1W: -3.9%
1M: -8.9%
3M: +3.0%
YTD: +5.1%
1Y: +12.1%
3Y: +44.5%
5Y: +61.2%
$16.73
+0.11 (+0.66%)
Weekly Expected Move ±2.5%
$16
$16
$17
$17
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTRI
80
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
10
New Positions
22
Increased
34
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,079,853 | 18M | -106,488 | -9.0% | 33Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 805,957 | 13M | -4,371 | -0.5% | 18Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 306,807 | 5M | -21,219 | -6.5% | 25Q | SEC ↗ |
| 4 | PARK NATIONAL CORP /OH | 273,302 | 5M | +10,589 | +4.0% | 13Q | SEC ↗ |
| 5 | MORGAN STANLEY | 240,905 | 4M | +7,123 | +3.0% | 43Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 217,030 | 4M | +7,885 | +3.8% | 18Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 178,018 | 3M | -37,774 | -17.5% | 20Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 174,310 | 3M | -3,081 | -1.7% | 15Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 169,980 | 3M | +99,641 | +141.7% | 7Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC NEW | 132,668 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 91,909 | 2M | -43,514 | -32.1% | 12Q | SEC ↗ |
| 12 | D.A. DAVIDSON & CO. | 82,806 | 1M | +3,239 | +4.1% | 18Q | SEC ↗ |
| 13 | Security National Bank | 78,983 | 1M | +16,009 | +25.4% | 8Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 74,985 | 1M | -3,959 | -5.0% | 18Q | SEC ↗ |
| 15 | Lauer Wealth, LLC | 72,900 | 1M | +19,320 | +36.1% | 5Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 66,294 | 1M | -6,276 | -8.6% | 2Q | SEC ↗ |
| 17 | Gladstone Institutional Advisory LLC | 51,649 | 864K | -6,000 | -10.4% | 2Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 39,818 | 666K | -2,091 | -5.0% | 22Q | SEC ↗ |
| 19 | MANCHESTER FINANCIAL INC | 39,253 | 657K | +229 | +0.6% | 3Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 37,344 | 625K | +11,791 | +46.1% | 2Q | SEC ↗ |
| 21 | OLD MISSION CAPITAL LLC | 36,269 | 607K | +14,132 | +63.8% | 2Q | SEC ↗ |
| 22 | Summit Financial, LLC | 35,218 | 589K | — | +0.0% | 4Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 34,145 | 571K | +7,828 | +29.7% | 26Q | SEC ↗ |
| 24 | Modern Wealth Management, LLC | 33,128 | 554K | -4,743 | -12.5% | 7Q | SEC ↗ |
| 25 | Van Diest Capital, LLC | 32,623 | 546K | +18,569 | +132.1% | 3Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 30,042 | 503K | -1,232 | -3.9% | 10Q | SEC ↗ |
| 27 | Private Advisor Group, LLC NEW | 28,982 | 485K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Treasure Coast Financial Planning | 25,256 | 423K | -2,173 | -7.9% | 7Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 23,309 | 390K | -631 | -2.6% | 18Q | SEC ↗ |
| 30 | Chris Bulman Inc | 23,257 | 389K | -2,800 | -10.7% | 4Q | SEC ↗ |
| 31 | Crumly & Associates Inc. | 22,683 | 379K | +6,821 | +43.0% | 5Q | SEC ↗ |
| 32 | Walkner Condon Financial Advisors LLC | 21,931 | 367K | +1,800 | +8.9% | 11Q | SEC ↗ |
| 33 | PRINCIPAL SECURITIES, INC. | 20,961 | 351K | +7,503 | +55.8% | 11Q | SEC ↗ |
| 34 | Brookstone Capital Management | 20,626 | 345K | -2,800 | -12.0% | 4Q | SEC ↗ |
| 35 | Waterfront Wealth Inc. | 20,500 | 343K | -3,590 | -14.9% | 9Q | SEC ↗ |
| 36 | Focus Financial Network, Inc. | 19,894 | 333K | +821 | +4.3% | 9Q | SEC ↗ |
| 37 | Quad-Cities Investment Group, LLC | 18,556 | 310K | -533 | -2.8% | 16Q | SEC ↗ |
| 38 | Cambridge Advisors Inc. | 17,103 | 286K | +21 | +0.1% | 17Q | SEC ↗ |
| 39 | UMB Bank, n.a. | 16,625 | 278K | — | +0.0% | 4Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 15,676 | 262K | -149 | -0.9% | 17Q | SEC ↗ |
| 41 | Sanctuary Advisors, LLC | 14,681 | 246K | — | +0.0% | 9Q | SEC ↗ |
| 42 | COLUMBIA ADVISORY PARTNERS LLC | 13,576 | 227K | -110 | -0.8% | 14Q | SEC ↗ |
| 43 | Independent Wealth Network Inc. | 13,519 | 226K | -200 | -1.5% | 14Q | SEC ↗ |
| 44 | FLOW TRADERS U.S. LLC NEW | 13,343 | 223K | — | +0.0% | 1Q | SEC ↗ |
| 45 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 13,084 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Janney Montgomery Scott LLC NEW | 11,865 | 199K | — | +0.0% | 1Q | SEC ↗ |
| 47 | FSB PREMIER WEALTH MANAGEMENT, INC. | 11,841 | 198K | +18 | +0.2% | 3Q | SEC ↗ |
| 48 | Holos Integrated Wealth LLC | 11,655 | 195K | -736 | -5.9% | 7Q | SEC ↗ |
| 49 | Koshinski Asset Management, Inc. | 11,634 | 195K | -587 | -4.8% | 18Q | SEC ↗ |
| 50 | CWM, LLC | 11,221 | 188K | +23 | +0.2% | 18Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 132,668 | 2M |
| Private Advisor Group, LLC | 28,982 | 485K |
| FLOW TRADERS U.S. LLC | 13,343 | 223K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13,084 | 219K |
| Janney Montgomery Scott LLC | 11,865 | 199K |
| ASSETMARK, INC | 1,096 | 18K |
| Avion Wealth | 506 | 8K |
| FMR LLC | 135 | 2K |
| SIMPLEX TRADING, LLC | 100 | 2K |
| SIGNATUREFD, LLC | 93 | 2K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BENJAMIN EDWARDS INC | 85,976 | 1M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 38,893 | 651K |
| Monument Capital Management | 25,286 | 423K |
| Mariner, LLC | 18,715 | 313K |
| PCG Wealth Advisors, LLC | 14,702 | 246K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 13,924 | 233K |
| Western Wealth Management, LLC | 3,458 | 58K |
| ANGELES WEALTH MANAGEMENT, LLC | 1,166 | 20K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,000 | 17K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,000 | 17K |
| MAI Capital Management | 721 | 12K |
| Tradewinds Capital Management, LLC | 203 | 3K |
| UBS Group AG | 166 | 3K |
| AdvisorNet Financial, Inc | 13 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +99,641 | +141.7% | 169,980 |
| Lauer Wealth, LLC | +19,320 | +36.1% | 72,900 |
| Van Diest Capital, LLC | +18,569 | +132.1% | 32,623 |
| Security National Bank | +16,009 | +25.4% | 78,983 |
| OLD MISSION CAPITAL LLC | +14,132 | +63.8% | 36,269 |
| Integrated Wealth Concepts LLC | +11,791 | +46.1% | 37,344 |
| PARK NATIONAL CORP /OH | +10,589 | +4.0% | 273,302 |
| Cetera Investment Advisers | +7,885 | +3.8% | 217,030 |
| OSAIC HOLDINGS, INC. | +7,828 | +29.7% | 34,145 |
| PRINCIPAL SECURITIES, INC. | +7,503 | +55.8% | 20,961 |
| MORGAN STANLEY | +7,123 | +3.0% | 240,905 |
| Crumly & Associates Inc. | +6,821 | +43.0% | 22,683 |
| D.A. DAVIDSON & CO. | +3,239 | +4.1% | 82,806 |
| Walkner Condon Financial Advisors L | +1,800 | +8.9% | 21,931 |
| Focus Financial Network, Inc. | +821 | +4.3% | 19,894 |
| Arax Advisory Partners | +434 | +49.7% | 1,308 |
| MANCHESTER FINANCIAL INC | +229 | +0.6% | 39,253 |
| AE Wealth Management LLC | +176 | +2.0% | 8,942 |
| CWM, LLC | +23 | +0.2% | 11,221 |
| Cambridge Advisors Inc. | +21 | +0.1% | 17,103 |