First Trust Indxx Global NatFTRIETF

13F holders, Q2 2025 (June 30)
64holders −3
6new positions
10sold out
$14.40avg. 13F price*

At the end of Q2 2025, 64 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, down 3 from Q1 2025. 6 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($11.6M), Royal Bank of Canada ($8.6M) and Cambridge Investment Research Advisors, Inc. ($5.8M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$1.8M
Exits10$3.8M

All 13F filers, Q1 2025 → Q2 2025: 522,536 shares bought and 897,189 shares sold, net −374,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

LPL Financial LLC 0.00% Add +1.6% 812,004 $11.6M
Royal Bank of Canada 0.00% Add +85.3% 600,872 $8.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -8.2% 409,402 $5.8M
Park National Corp. 0.14% Reduce -7.6% 299,010 $4.3M
Morgan Stanley 0.00% Reduce -66.5% 169,333 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -12.1% 136,390 $1.9M
Cetera Investment Advisers 0.00% Reduce -1.1% 122,691 $1.7M
Bank of America Corp. 0.00% Add +2.5% 105,736 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -32.0% 92,268 $1.3M
Flow Traders U.S. LLC 0.05% Add +37.5% 86,297 $1.2M
Susquehanna International Group, LLP 0.00% Add +397.9% 85,384 $1.2M
PCG Wealth Advisors, LLC 0.58% Reduce -7.8% 80,182 $1.1M
Old Mission Capital LLC 0.03% Reduce -26.8% 78,720 $1.1M
Fortitude Financial, LLC 0.97% New 30,760 $1.1M
D.A. Davidson & Co. 0.01% Add +8.0% 69,330 $987K
UBS Group AG 0.00% Add +21.9% 67,136 $955K
Raymond James Financial Inc. 0.00% Reduce -12.2% 61,973 $882K
Kestra Advisory Services, LLC 0.00% Add +1.8% 50,517 $719K
Modern Wealth Management, LLC 0.02% Add +7.2% 47,423 $675K
Jane Street Group, LLC 0.00% Add +80.3% 42,626 $607K
Monument Capital Management 0.15% Reduce -15.5% 40,242 $573K
Osaic Holdings, Inc. 0.00% Reduce -16.0% 33,485 $477K
Lauer Wealth, LLC 0.39% New 32,200 $463K
Stifel Financial Corp. 0.00% Reduce -8.6% 30,147 $429K
Rockefeller Capital Management L.P. 0.00% Add +43.4% 26,449 $376K
Treasure Coast Financial Planning 0.22% Reduce -0.2% 26,425 $376K
Atria Wealth Solutions, Inc. 0.01% Add +23.8% 25,873 $368K
Columbia Advisory Partners LLC 0.27% Reduce -4.9% 25,341 $361K
Koshinski Asset Management, Inc. 0.03% Reduce -3.3% 25,128 $358K
REAP Financial Group, LLC 0.08% Add +0.4% 23,919 $340K
Bison Wealth, LLC 0.03% Add +0.4% 23,919 $340K
Walkner Condon Financial Advisors LLC 0.05% Add +9.3% 19,180 $273K
Holos Integrated Wealth LLC 0.16% Reduce -33.7% 18,672 $269K
Cambridge Advisors Inc. 0.06% Add +0.3% 18,555 $264K
Quad-Cities Investment Group, LLC 0.12% Reduce -33.0% 18,365 $261K
Focus Financial Network, Inc. 0.01% Reduce -10.2% 18,255 $260K
Principal Securities, Inc. 0.00% Add +2.3% 17,843 $254K
Crumly & Associates Inc. 0.06% New 17,466 $249K
Harbour Investments, Inc. 0.01% Reduce -11.4% 17,248 $245K
MML Investors Services, LLC 0.00% Reduce -1.3% 16,640 $237K
Wealth Enhancement Advisory Services, LLC 0.00% No change 15,169 $221K
Sanctuary Advisors, LLC 0.00% Reduce -34.1% 14,681 $209K
Independent Wealth Network Inc. 0.08% Reduce -3.7% 14,646 $208K
Waterfront Wealth Inc. 0.04% Reduce -0.3% 12,800 $182K
CreativeOne Wealth, LLC 0.00% Reduce -72.6% 12,404 $177K
FSB Premier Wealth Management, Inc. 0.06% No change 12,153 $173K
RFG Advisory, LLC 0.00% Add +0.5% 10,946 $156K
AE Wealth Management LLC 0.00% Reduce -2.0% 10,077 $143K
Ameritas Advisory Services, LLC 0.01% Reduce -16.1% 9,481 $135K
Arax Advisory Partners 0.00% Reduce -11.1% 3,250 $46K
Cwm, LLC 0.00% No change 2,722 $39K
Evelyn Partners Investment Management LLP 0.00% No change 1,890 $27K
Northwestern Mutual Wealth Management Co. 0.00% New 1,789 $25K
Golden State Wealth Management, LLC 0.00% No change 1,091 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 1,000 $14K
MAI Capital Management 0.00% No change 721 $10K
US Bancorp \de 0.00% No change 540 $8K
Capital Analysts, LLC 0.00% No change 400 $6K
Security National Bank 0.00% No change 396 $6K
Ancora Advisors LLC 0.00% No change 313 $4K
Piscataqua Savings Bank 0.00% No change 230 $3K
FAS Wealth Partners, Inc. 0.00% New 34 $484
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $228
Wells Fargo & Company 0.00% Add +0.0% 1 $20

"% 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.