First Trust Indxx Global NatFTRIETF

13F holders, Q4 2024 (December 31)
77holders +4
10new positions
9sold out
1famous investor
$12.03avg. 13F price*

At the end of Q4 2024, 77 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, up 4 from Q3 2024. 10 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($10.6M), Flow Traders U.S. LLC ($7.4M) and Morgan Stanley ($6.9M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$1.5M
Exits9$2.5M

All 13F filers, Q3 2024 → Q4 2024: 896,425 shares bought and 1,678,113 shares sold, net −781,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

LPL Financial LLC 0.00% Reduce -48.1% 885,045 $10.6M
Flow Traders U.S. LLC 0.29% Add +1735.5% 613,913 $7.4M
Morgan Stanley 0.00% Reduce -20.8% 576,586 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.0% 470,244 $5.7M
Royal Bank of Canada 0.00% Reduce -1.3% 342,670 $4.1M
Park National Corp. 0.14% Reduce -3.6% 326,108 $3.9M
Commonwealth Equity Services, LLC 0.00% Reduce -15.5% 278,338 $3.3M
RFG Advisory, LLC 0.08% Add +4.4% 243,844 $2.9M
Cetera Investment Advisers 0.01% Reduce -23.0% 231,321 $2.8M
Aft, Forsyth & Sober, LLC 0.88% No change 225,000 $2.7M
Susquehanna International Group, LLP 0.00% Add +89.9% 144,253 $1.7M
Envestnet Asset Management Inc. 0.00% Add +2.6% 124,894 $1.5M
Raymond James Financial Inc. 0.00% — 117,413 $1.4M
PCG Wealth Advisors, LLC 0.51% Reduce -11.4% 114,239 $1.4M
Bank of America Corp. 0.00% Add +2.5% 105,281 $1.3M
D.A. Davidson & Co. 0.01% Reduce -11.8% 66,319 $798K
Kestra Advisory Services, LLC 0.00% Add +226.6% 62,572 $752K
Monument Capital Management 0.18% Add +2.1% 53,455 $643K
CreativeOne Wealth, LLC 0.02% Add +2.6% 47,225 $568K
Modern Wealth Management, LLC 0.02% New 44,222 $532K
Jane Street Group, LLC 0.00% Reduce -30.4% 37,694 $453K
Old Mission Capital LLC 0.01% Reduce -74.6% 36,879 $444K
Citadel Advisors 0.00% Add +262.7% 36,695 $441K
Quad-Cities Investment Group, LLC 0.21% Reduce -30.1% 36,204 $435K
Stifel Financial Corp. 0.00% Reduce -25.3% 34,746 $418K
Holos Integrated Wealth LLC 0.28% — 34,648 $417K
UBS Group AG 0.00% Add +1970.6% 33,420 $402K
Osaic Holdings, Inc. 0.00% Reduce -59.8% 31,821 $383K
Columbia Advisory Partners LLC 0.33% Add +6.6% 29,642 $356K
Koshinski Asset Management, Inc. 0.03% Add +3.2% 29,131 $350K
Clarus Wealth Advisors 0.17% Reduce -1.9% 27,580 $343K
Treasure Coast Financial Planning 0.20% New 25,290 $304K
Sanctuary Advisors, LLC 0.00% No change 22,519 $287K
REAP Financial Group, LLC 0.07% Add +3.8% 23,811 $286K
Bison Wealth, LLC 0.04% — 23,811 $286K
Harbour Investments, Inc. 0.01% Reduce -12.6% 22,143 $266K
Global Assets Advisory, LLC 0.13% No change 19,000 $231K
Cambridge Advisors Inc. 0.05% Reduce -9.9% 18,770 $226K
Rockefeller Capital Management L.P. 0.00% Reduce -6.0% 18,407 $221K
Focus Financial Network, Inc. 0.01% Add +10.9% 17,642 $212K
Principal Securities, Inc. 0.00% Reduce -18.0% 17,443 $210K
Walkner Condon Financial Advisors LLC 0.04% Add +6.3% 17,429 $210K
MML Investors Services, LLC 0.00% Reduce -24.9% 17,128 $206K
Janney Montgomery Scott LLC 0.00% Reduce -15.7% 17,157 $206K
Independent Wealth Network Inc. 0.08% Reduce -17.5% 16,907 $203K
Aveo Capital Partners, LLC 0.02% Reduce -4.8% 16,803 $202K
Sigma Planning Corp 0.01% Reduce -84.5% 16,128 $194K
Waterfront Wealth Inc. 0.05% Reduce -0.3% 15,485 $186K
AE Wealth Management LLC 0.00% Reduce -8.3% 15,215 $183K
Wealth Enhancement Advisory Services, LLC 0.00% New 15,169 $182K
Atria Wealth Solutions, Inc. 0.00% New 14,241 $171K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.1% 13,039 $157K
FSB Premier Wealth Management, Inc. 0.06% New 12,153 $146K
Ameritas Advisory Services, LLC 0.00% Reduce -73.9% 11,662 $140K
Accel Wealth Management 0.05% Reduce -13.7% 11,488 $138K
Peterson Wealth Services 0.03% Reduce -34.6% 9,034 $109K
Van Hulzen Asset Management, LLC 0.01% New 7,454 $90K
Ameriflex Group, Inc. 0.02% — 2,700 $34K
Comerica Bank 0.00% Reduce -41.4% 2,500 $30K
Global Retirement Partners, LLC 0.00% No change 1,959 $24K
Evelyn Partners Investment Management LLP 0.00% — 1,890 $23K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,562 $19K
Pinnacle Bancorp, Inc. 0.01% No change 1,500 $18K
Marshall Investment Management, LLC 0.01% — 1,221 $16K
Steward Partners Investment Advisory, LLC 0.00% New 1,347 $16K
Golden State Wealth Management, LLC 0.00% — 1,091 $13K
Cwm, LLC 0.00% Reduce -65.8% 930 $11K
Investors Research Corp 0.00% No change 800 $10K
MAI Capital Management 0.00% New 721 $9K
US Bancorp \de 0.00% No change 540 $6K
MassMutual Private Wealth & Trust, FSB 0.00% New 450 $5K
Security National Bank 0.00% No change 396 $5K
Ancora Advisors LLC 0.00% No change 313 $4K
Piscataqua Savings Bank 0.00% No change 230 $3K
Kestra Investment Management, LLC 0.00% New 79 $950
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $193
Wells Fargo & Company 0.00% No change 1 $9

"% 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.