First Trust Indxx Global NatFTRIETF

13F holders, Q4 2025 (December 31)
65holders +2
9new positions
10sold out
$15.69avg. 13F price*

At the end of Q4 2025, 65 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, up 2 from Q3 2025. 9 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($11.9M), Royal Bank of Canada ($10.6M) and Commonwealth Equity Services, LLC ($4.2M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$566K
Exits10$6.0M

All 13F filers, Q3 2025 → Q4 2025: 412,551 shares bought and 699,346 shares sold, net −286,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

LPL Financial LLC 0.00% Reduce -3.9% 760,432 $11.9M
Royal Bank of Canada 0.00% Add +12.8% 679,252 $10.6M
Commonwealth Equity Services, LLC 0.01% Reduce -3.7% 270,072 $4.2M
Park National Corp. 0.13% Reduce -0.8% 262,910 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -16.0% 242,574 $3.8M
Morgan Stanley 0.00% Add +67.0% 239,370 $3.8M
Cetera Investment Advisers 0.00% Reduce -14.9% 211,736 $3.3M
Bank of America Corp. 0.00% Reduce -3.1% 190,867 $3.0M
Susquehanna International Group, LLP 0.00% Add +491.9% 148,082 $2.3M
Benjamin Edwards Inc. 0.01% Reduce -19.6% 85,976 $1.3M
D.A. Davidson & Co. 0.01% Add +6.8% 75,028 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -23.4% 62,714 $983K
Raymond James Financial Inc. 0.00% Reduce -2.4% 50,450 $790K
Modern Wealth Management, LLC 0.01% Reduce -1.4% 46,044 $721K
Lauer Wealth, LLC 0.54% Add +20.3% 43,830 $715K
Kestra Advisory Services, LLC 0.00% Reduce -13.9% 44,707 $701K
Security National Bank 0.10% Add +10845.2% 43,343 $679K
Summit Financial, LLC 0.01% No change 36,326 $569K
Rockefeller Capital Management L.P. 0.00% Reduce -2.4% 31,252 $490K
Osaic Holdings, Inc. 0.00% Reduce -11.9% 28,816 $452K
Waterfront Wealth Inc. 0.08% Add +121.3% 24,015 $430K
Treasure Coast Financial Planning 0.23% Add +3.8% 27,429 $430K
Stifel Financial Corp. 0.00% Reduce -13.0% 26,401 $414K
Monument Capital Management 0.10% Reduce -26.4% 26,313 $412K
Chris Bulman Inc 0.18% Add +24.7% 26,036 $408K
Brookstone Capital Management 0.00% Add +21.8% 23,405 $367K
Manchester Financial Inc. 0.06% New 19,126 $300K
Quad-Cities Investment Group, LLC 0.12% Add +0.4% 18,490 $290K
Focus Financial Network, Inc. 0.01% Reduce -2.5% 18,410 $288K
Cambridge Advisors Inc. 0.05% Reduce -6.1% 17,369 $272K
UMB Bank, n.a. 0.00% No change 16,625 $260K
Walkner Condon Financial Advisors LLC 0.04% Reduce -3.8% 16,409 $257K
Harbour Investments, Inc. 0.01% Reduce -4.7% 16,115 $253K
Van Diest Capital, LLC 0.37% — 15,832 $248K
Columbia Advisory Partners LLC 0.17% Reduce -13.6% 15,485 $243K
PCG Wealth Advisors, LLC 0.07% Reduce -81.2% 14,763 $231K
Sanctuary Advisors, LLC 0.00% No change 14,681 $230K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.2% 13,924 $227K
Koshinski Asset Management, Inc. 0.01% Reduce -35.0% 13,948 $219K
Holos Integrated Wealth LLC 0.12% Reduce -13.5% 13,409 $214K
Principal Securities, Inc. 0.00% Reduce -0.5% 13,584 $213K
Independent Wealth Network Inc. 0.06% Reduce -3.3% 13,299 $208K
Crumly & Associates Inc. 0.04% Reduce -2.1% 12,096 $190K
FSB Premier Wealth Management, Inc. 0.06% New 11,812 $185K
Cwm, LLC 0.00% Add +0.4% 11,198 $175K
AE Wealth Management LLC 0.00% Reduce -2.6% 9,291 $146K
Keating Financial Advisory Services, Inc. 0.02% — 8,809 $138K
Evelyn Partners Investment Management LLP 0.00% No change 1,890 $30K
US Bancorp \de 0.00% Reduce -97.4% 1,694 $27K
International Assets Investment Management, LLC 0.00% New 1,600 $25K
Wells Fargo & Company 0.00% Add +138800.0% 1,389 $22K
Angeles Wealth Management, LLC 0.00% New 1,166 $18K
Golden State Wealth Management, LLC 0.00% Add +0.6% 1,098 $17K
Flagship Harbor Advisors, LLC 0.00% New 1,000 $16K
Arax Advisory Partners 0.00% New 874 $14K
MAI Capital Management 0.00% No change 721 $11K
Capital Analysts, LLC 0.00% Reduce -50.0% 400 $6K
Ancora Advisors LLC 0.00% No change 313 $5K
Parallel Advisors, LLC 0.00% New 300 $5K
Piscataqua Savings Bank 0.00% No change 230 $4K
Triumph Capital Management 0.00% New 200 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $251
AdvisorNet Financial, Inc 0.00% New 13 $204
Sankala Group LLC 0.00% — 7 $125
UBS Group AG 0.00% Reduce -99.9% 3 $47

"% 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.