First Trust Indxx Global NatFTRIETF

13F holders, Q2 2024 (June 30)
76holders −3
9new positions
13sold out
1famous investor
$12.98avg. 13F price*

At the end of Q2 2024, 76 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, down 3 from Q1 2024. 9 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($28.3M), Commonwealth Equity Services, LLC ($20.1M) and Morgan Stanley ($9.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions9$866K
Exits13$8.6M

All 13F filers, Q1 2024 → Q2 2024: 295,615 shares bought and 1,403,548 shares sold, net −1,107,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

LPL Financial LLC 0.01% Add +0.4% 2,179,882 $28.3M
Commonwealth Equity Services, LLC 0.03% Add +0.9% 1,546,989 $20.1M
Morgan Stanley 0.00% Add +12.3% 710,331 $9.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -8.0% 476,768 $6.2M
Financial Partners Group, Inc 0.84% Reduce -10.5% 412,513 $5.4M
Royal Bank of Canada 0.00% Reduce -0.7% 404,596 $5.2M
Park National Corp. 0.16% Add +3.2% 338,853 $4.4M
Cetera Investment Advisers 0.01% Add +22.6% 323,848 $4.2M
Aft, Forsyth & Sober, LLC 1.00% No change 225,000 $2.9M
RFG Advisory, LLC 0.08% Reduce -4.8% 195,198 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -21.0% 161,379 $2.1M
Ausdal Financial Partners, Inc. 0.21% Reduce -15.2% 151,329 $2.0M
PCG Wealth Advisors, LLC 0.83% Reduce -15.8% 146,930 $1.9M
Jane Street Group, LLC 0.00% Reduce -62.8% 146,300 $1.9M
Raymond James & Associates 0.00% Reduce -12.5% 132,793 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -21.3% 126,209 $1.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -24.1% 121,426 $1.6M
Sigma Planning Corp 0.04% Reduce -9.9% 104,698 $1.4M
Bank of America Corp. 0.00% Add +33.8% 95,612 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -46.2% 83,244 $1.1M
Equitable Holdings, Inc. 0.01% Add +5.3% 80,693 $1.0M
D.A. Davidson & Co. 0.01% Reduce -1.3% 79,108 $1.0M
Quad-Cities Investment Group, LLC 0.50% Reduce -2.3% 69,303 $899K
Ameritas Advisory Services, LLC 0.03% Reduce -17.5% 63,710 $826K
Citadel Advisors 0.00% Add +6.7% 63,618 $825K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -12.2% 61,809 $802K
Old Mission Capital LLC 0.02% Add +65.7% 57,340 $744K
Monument Capital Management 0.22% Reduce -1.2% 57,005 $739K
Stifel Financial Corp. 0.00% Reduce -42.7% 48,065 $623K
Nations Financial Group Inc, /Ia/ 0.05% Add +3.8% 46,374 $601K
HighTower Advisors, LLC 0.00% Reduce -3.9% 44,645 $578K
Sanctuary Advisors, LLC 0.00% — 42,010 $570K
Virtue Capital Management, LLC 0.08% Add +0.1% 35,585 $470K
Koshinski Asset Management, Inc. 0.04% Reduce -7.3% 33,108 $434K
Aveo Capital Partners, LLC 0.04% Add +0.6% 30,410 $394K
MML Investors Services, LLC 0.00% Reduce -11.1% 29,287 $380K
Clarus Wealth Advisors 0.20% Add +2.1% 27,926 $369K
Principal Securities, Inc. 0.01% Reduce -9.8% 28,375 $368K
Harbour Investments, Inc. 0.01% Reduce -6.6% 28,048 $364K
REAP Financial Group, LLC 0.09% Reduce -2.3% 26,180 $340K
Independent Wealth Network Inc. 0.16% Reduce -3.3% 25,707 $333K
Cambridge Advisors Inc. 0.07% Reduce -4.7% 23,669 $307K
AE Wealth Management LLC 0.00% Reduce -0.8% 23,560 $306K
Columbia Advisory Partners LLC 0.29% Reduce -21.2% 23,284 $302K
Kestra Advisory Services, LLC 0.00% Reduce -2.8% 23,118 $300K
Prospera Financial Services Inc 0.01% New 21,038 $273K
Janney Montgomery Scott LLC 0.00% Reduce -15.2% 20,653 $268K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 19,630 $255K
Walkner Condon Financial Advisors LLC 0.05% Reduce -8.0% 16,257 $211K
Waterfront Wealth Inc. 0.05% New 15,535 $201K
Focus Financial Network, Inc. 0.01% New 14,785 $200K
Accel Wealth Management 0.08% Reduce -21.1% 15,353 $199K
Benjamin Edwards Inc. 0.03% Reduce -33.1% 13,797 $179K
Peterson Wealth Services 0.06% Add +1.4% 13,643 $177K
Kestra Private Wealth Services, LLC 0.00% Reduce -23.4% 12,674 $164K
Core Wealth Partners LLC 0.10% New 11,474 $149K
Private Trust Co. NA 0.01% No change 7,820 $101K
Comerica Bank 0.00% No change 4,265 $55K
Concourse Financial Group Securities, Inc. 0.00% No change 3,060 $40K
Cwm, LLC 0.00% No change 2,722 $35K
Global Retirement Partners, LLC 0.00% No change 1,959 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +122.1% 1,808 $23K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 1,562 $20K
Pinnacle Bancorp, Inc. 0.01% No change 1,500 $19K
US Bancorp \de 0.00% Add +85.9% 1,190 $15K
International Assets Investment Management, LLC 0.00% New 1,000 $13K
Investors Research Corp 0.00% No change 800 $10K
Lanark Financial, Inc. 0.00% Reduce -13.2% 461 $5K
UBS Group AG 0.00% New 381 $5K
Ancora Advisors LLC 0.00% New 313 $4K
Benjamin F. Edwards & Company, Inc. 0.00% No change 254 $3K
Piscataqua Savings Bank 0.00% No change 230 $3K
IFP Advisors, Inc 0.00% Reduce -82.9% 100 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $208
FMR LLC 0.00% New 1 $13
Wells Fargo & Company 0.00% Reduce -100.0% 1 $10

"% 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.