First Trust Indxx Global NatFTRIETF

13F holders, Q1 2024 (March 31)
79holders
2famous investors
$13.27avg. 13F price*

At the end of Q1 2024, 79 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings. The largest holders were LPL Financial LLC ($28.8M), Commonwealth Equity Services, LLC ($20.3M) and Morgan Stanley ($8.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Indxx Global Nat
CUSIP
33734X838
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 79Q1 2024Q2 2024: 76Q2 2024Q3 2024: 73Q3 2024Q4 2024: 77Q4 2024Q1 2025: 67Q1 2025Q2 2025: 64Q2 2025Q3 2025: 63Q3 2025Q4 2025: 65Q4 2025Q1 2026: 72Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions11$6.3M
Exits8$7.0M

Ownership 79 holders

LPL Financial LLC 0.02% Reduce -8.7% 2,171,948 $28.8M
Commonwealth Equity Services, LLC 0.03% Add +3.8% 1,532,421 $20.3M
Morgan Stanley 0.00% Reduce -34.3% 632,765 $8.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -6.5% 518,325 $6.9M
Financial Partners Group, Inc 0.98% Reduce -8.1% 461,033 $6.1M
Royal Bank of Canada 0.00% Reduce -32.1% 407,619 $5.4M
Jane Street Group, LLC 0.01% Add +14.0% 393,753 $5.2M
Park National Corp. 0.17% Add +0.8% 328,354 $4.4M
Cetera Investment Advisers 0.01% Add +106.1% 264,087 $3.5M
Arkadios Wealth Advisors 0.23% Reduce -8.1% 225,715 $3.0M
Aft, Forsyth & Sober, LLC 1.06% No change 225,000 $3.0M
RFG Advisory, LLC 0.09% Reduce -23.0% 204,965 $2.7M
Susquehanna International Group, LLP 0.00% Add +68.1% 204,192 $2.7M
Ausdal Financial Partners, Inc. 0.28% Add +40.3% 178,517 $2.4M
PCG Wealth Advisors, LLC 1.10% Reduce -54.5% 174,611 $2.3M
Envestnet Asset Management Inc. 0.00% Add +26.8% 160,399 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -37.3% 159,883 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -30.2% 154,810 $2.1M
Raymond James & Associates 0.00% Reduce -44.1% 151,723 $2.0M
Bank of Montreal 0.00% New 136,122 $1.8M
Sigma Planning Corp 0.05% Add +58.7% 116,270 $1.5M
Stifel Financial Corp. 0.00% Reduce -2.6% 83,939 $1.1M
Flow Traders U.S. LLC 0.06% New 83,717 $1.1M
D.A. Davidson & Co. 0.01% Reduce -3.2% 80,147 $1.1M
Ameritas Advisory Services, LLC 0.04% Add +255.1% 77,211 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -0.5% 76,651 $1.0M
Bank of America Corp. 0.00% Reduce -8.7% 71,458 $949K
Quad-Cities Investment Group, LLC 0.55% Reduce -1.6% 70,906 $941K
B. Riley Wealth Advisors, Inc. 0.02% Add +17.9% 70,379 $889K
Citadel Advisors 0.00% New 59,615 $791K
Monument Capital Management 0.22% Reduce -3.8% 57,698 $766K
Cedrus LLC 0.40% Add +13.8% 54,974 $730K
HighTower Advisors, LLC 0.00% New 46,457 $614K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -1.1% 44,682 $593K
CreativeOne Wealth, LLC 0.02% New 44,698 $593K
Virtue Capital Management, LLC 0.09% No change 35,535 $484K
Koshinski Asset Management, Inc. 0.05% Reduce -36.3% 35,702 $474K
Old Mission Capital LLC 0.01% New 34,604 $459K
MML Investors Services, LLC 0.00% Reduce -43.2% 32,953 $437K
OneDigital Investment Advisors LLC 0.01% Add +6.6% 31,902 $423K
Principal Securities, Inc. 0.01% Reduce -64.6% 31,448 $417K
Aveo Capital Partners, LLC 0.04% Reduce -14.5% 30,229 $408K
Harbour Investments, Inc. 0.01% Reduce -9.1% 30,032 $399K
Columbia Advisory Partners LLC 0.40% Reduce -31.7% 29,548 $392K
Clarus Wealth Advisors 0.21% New 27,363 $371K
REAP Financial Group, LLC 0.10% Reduce -2.9% 26,804 $356K
Independent Wealth Network Inc. 0.17% Reduce -6.4% 26,571 $353K
Global Assets Advisory, LLC 0.20% Reduce -37.0% 25,500 $339K
Wells Fargo & Company 0.00% Reduce -51.4% 25,382 $337K
Cambridge Advisors Inc. 0.08% Reduce -15.9% 24,845 $330K
Janney Montgomery Scott LLC 0.00% Add +4.7% 24,367 $323K
Kestra Advisory Services, LLC 0.00% Reduce -7.7% 23,777 $316K
AE Wealth Management LLC 0.00% Reduce -37.9% 23,747 $315K
D. E. Shaw & Co. 0.00% New 22,172 $294K
Benjamin Edwards Inc. 0.05% Reduce -10.2% 20,619 $274K
Rockefeller Capital Management L.P. 0.00% New 19,592 $260K
Accel Wealth Management 0.11% Reduce -12.6% 19,450 $258K
Walkner Condon Financial Advisors LLC 0.05% Reduce -89.1% 17,671 $235K
Kestra Private Wealth Services, LLC 0.01% Reduce -22.5% 16,547 $220K
Peterson Wealth Services 0.07% Add +0.5% 13,448 $179K
FSB Premier Wealth Management, Inc. 0.08% Reduce -12.2% 12,866 $171K
Snowden Capital Advisors LLC 0.01% Reduce -91.0% 12,162 $161K
Private Trust Co. NA 0.01% No change 7,820 $104K
Comerica Bank 0.00% Reduce -25.6% 4,265 $57K
Concourse Financial Group Securities, Inc. 0.00% No change 3,060 $41K
Cwm, LLC 0.00% Reduce -57.3% 2,722 $36K
Global Retirement Partners, LLC 0.00% Add +0.2% 1,959 $26K
Pinnacle Bancorp, Inc. 0.01% New 1,500 $20K
Northwestern Mutual Wealth Management Co. 0.00% Add +1279.7% 814 $11K
Investors Research Corp 0.00% No change 800 $11K
US Bancorp \de 0.00% New 640 $8K
IFP Advisors, Inc 0.00% Reduce -35.1% 584 $8K
Lanark Financial, Inc. 0.00% Reduce -37.8% 531 $7K
Capital Investment Advisory Services, LLC 0.00% No change 500 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -32.3% 392 $5K
Piscataqua Savings Bank 0.00% No change 230 $3K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -99.6% 254 $3K
Qube Research & Technologies Ltd 0.00% No change 73 $969
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $213

"% of holder's portfolio" is FTRI's weight in each manager's 13F, not the share of First Trust Indxx Global Nat the manager owns.