First Trust Indxx Global NatFTRIETF

13F holders, Q1 2025 (March 31)
67holders −10
4new positions
12sold out
1famous investor
$13.17avg. 13F price*

At the end of Q1 2025, 67 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, down 10 from Q4 2024. 4 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($10.6M), Morgan Stanley ($6.7M) and Cambridge Investment Research Advisors, Inc. ($5.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$503K
Exits12$1.5M

All 13F filers, Q4 2024 → Q1 2025: 175,565 shares bought and 1,645,773 shares sold, net −1,470,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

LPL Financial LLC 0.00% Reduce -9.7% 799,174 $10.6M
Morgan Stanley 0.00% Reduce -12.4% 504,799 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.1% 446,142 $5.9M
Royal Bank of Canada 0.00% Reduce -5.4% 324,318 $4.3M
Park National Corp. 0.16% Reduce -0.8% 323,678 $4.3M
Aft, Forsyth & Sober, LLC 0.94% No change 225,000 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -44.3% 155,106 $2.1M
Envestnet Asset Management Inc. 0.00% Add +8.7% 135,765 $1.8M
Cetera Investment Advisers 0.00% Reduce -46.4% 124,063 $1.6M
Old Mission Capital LLC 0.03% Add +191.7% 107,566 $1.4M
Bank of America Corp. 0.00% Reduce -2.0% 103,158 $1.4M
PCG Wealth Advisors, LLC 0.40% Reduce -23.9% 86,997 $1.2M
Raymond James Financial Inc. 0.00% Reduce -39.9% 70,615 $935K
D.A. Davidson & Co. 0.01% Reduce -3.2% 64,193 $850K
Flow Traders U.S. LLC 0.04% Reduce -89.8% 62,751 $831K
UBS Group AG 0.00% Add +64.8% 55,094 $729K
Kestra Advisory Services, LLC 0.00% Reduce -20.7% 49,619 $657K
Monument Capital Management 0.19% Reduce -10.9% 47,643 $631K
CreativeOne Wealth, LLC 0.02% Reduce -4.2% 45,263 $599K
Modern Wealth Management, LLC 0.02% No change 44,222 $585K
Osaic Holdings, Inc. 0.00% Add +25.3% 39,855 $528K
Virtue Capital Management, LLC 0.05% New 33,724 $446K
Stifel Financial Corp. 0.00% Reduce -5.0% 32,996 $437K
Holos Integrated Wealth LLC 0.24% Reduce -18.7% 28,160 $373K
Global Assets Advisory, LLC 0.07% Add +56.8% 29,785 $372K
Quad-Cities Investment Group, LLC 0.18% Reduce -24.3% 27,419 $363K
Columbia Advisory Partners LLC 0.31% Reduce -10.1% 26,642 $353K
Treasure Coast Financial Planning 0.22% Add +4.7% 26,469 $350K
Koshinski Asset Management, Inc. 0.03% Reduce -10.8% 25,993 $344K
REAP Financial Group, LLC 0.08% Add +0.1% 23,830 $316K
Bison Wealth, LLC 0.03% Add +0.1% 23,830 $316K
Jane Street Group, LLC 0.00% Reduce -37.3% 23,645 $313K
Sanctuary Advisors, LLC 0.00% Reduce -1.0% 22,290 $295K
Atria Wealth Solutions, Inc. 0.00% Add +46.7% 20,895 $277K
Focus Financial Network, Inc. 0.01% Add +15.2% 20,324 $269K
Harbour Investments, Inc. 0.01% Reduce -12.1% 19,474 $258K
Cambridge Advisors Inc. 0.05% Reduce -1.4% 18,507 $245K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 18,447 $244K
Walkner Condon Financial Advisors LLC 0.05% Add +0.7% 17,550 $232K
Susquehanna International Group, LLP 0.00% Reduce -88.1% 17,150 $227K
MML Investors Services, LLC 0.00% Reduce -1.6% 16,852 $223K
Principal Securities, Inc. 0.00% No change 17,443 $210K
Independent Wealth Network Inc. 0.08% Reduce -10.1% 15,208 $201K
Wealth Enhancement Advisory Services, LLC 0.00% No change 15,169 $201K
Waterfront Wealth Inc. 0.04% Reduce -17.1% 12,840 $170K
FSB Premier Wealth Management, Inc. 0.06% No change 12,153 $161K
RFG Advisory, LLC 0.00% Reduce -95.5% 10,897 $144K
Ameritas Advisory Services, LLC 0.01% Reduce -3.0% 11,306 $139K
AE Wealth Management LLC 0.00% Reduce -32.4% 10,283 $136K
Citadel Advisors 0.00% Reduce -80.3% 7,244 $96K
Comerica Bank 0.00% Add +120.0% 5,500 $73K
Arax Advisory Partners 0.00% New 3,654 $48K
Cwm, LLC 0.00% Add +192.7% 2,722 $36K
Ameriflex Group, Inc. 0.01% No change 2,700 $36K
Evelyn Partners Investment Management LLP 0.00% No change 1,890 $25K
Pinnacle Bancorp, Inc. 0.01% No change 1,500 $20K
Golden State Wealth Management, LLC 0.00% No change 1,091 $14K
Investors Research Corp 0.00% No change 800 $11K
MAI Capital Management 0.00% No change 721 $10K
Marshall Investment Management, LLC 0.00% Reduce -54.1% 560 $7K
US Bancorp \de 0.00% No change 540 $7K
Security National Bank 0.00% No change 396 $5K
Capital Analysts, LLC 0.00% New 400 $5K
Ancora Advisors LLC 0.00% No change 313 $4K
Piscataqua Savings Bank 0.00% No change 230 $3K
AdvisorNet Financial, Inc 0.00% New 230 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $212

"% 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.