First Trust Indxx Global NatFTRIETF

13F holders, Q1 2026 (March 31)
72holders +7
12new positions
5sold out
$17.86avg. 13F price*

At the end of Q1 2026, 72 institutions reported holding First Trust Indxx Global Nat (FTRI) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($21.2M), Royal Bank of Canada ($14.5M) and Cambridge Investment Research Advisors, Inc. ($5.9M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$4.3M
Exits5$1.6M

All 13F filers, Q4 2025 → Q1 2026: 982,697 shares bought and 218,395 shares sold, net +764,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

LPL Financial LLC 0.01% Add +56.0% 1,186,341 $21.2M
Royal Bank of Canada 0.00% Add +19.3% 810,328 $14.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +35.2% 328,026 $5.9M
Park National Corp. 0.14% Reduce -0.1% 262,713 $4.7M
Morgan Stanley 0.00% Reduce -2.3% 233,782 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -20.1% 215,792 $3.9M
Cetera Investment Advisers 0.00% Reduce -1.2% 209,145 $3.7M
Bank of America Corp. 0.00% Reduce -7.1% 177,391 $3.2M
Susquehanna International Group, LLP 0.00% Reduce -8.6% 135,423 $2.4M
D.A. Davidson & Co. 0.01% Add +6.0% 79,567 $1.4M
Envestnet Asset Management Inc. 0.00% Add +25.9% 78,944 $1.4M
Jane Street Group, LLC 0.00% New 72,570 $1.3M
Raymond James Financial Inc. 0.00% Add +39.4% 70,339 $1.3M
Security National Bank 0.16% Add +45.3% 62,974 $1.1M
Gladstone Institutional Advisory LLC 0.04% New 57,649 $1.0M
Lauer Wealth, LLC 0.78% Add +22.3% 53,580 $978K
Kestra Advisory Services, LLC 0.00% Reduce -6.3% 41,909 $748K
Manchester Financial Inc. 0.13% Add +104.0% 39,024 $697K
Level Four Advisory Services, LLC 0.02% New 38,893 $694K
Modern Wealth Management, LLC 0.01% Reduce -17.8% 37,871 $681K
Summit Financial, LLC 0.01% Reduce -3.0% 35,218 $629K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 31,274 $558K
Treasure Coast Financial Planning 0.25% No change 27,429 $490K
Osaic Holdings, Inc. 0.00% Reduce -8.7% 26,317 $470K
Chris Bulman Inc 0.20% Add +0.1% 26,057 $465K
Integrated Wealth Concepts LLC 0.00% New 25,553 $456K
Monument Capital Management 0.11% Reduce -3.9% 25,286 $451K
Waterfront Wealth Inc. 0.08% Add +0.3% 24,090 $430K
Stifel Financial Corp. 0.00% Reduce -9.3% 23,940 $427K
Brookstone Capital Management 0.00% Add +0.1% 23,426 $418K
Old Mission Capital LLC 0.01% New 22,137 $395K
Walkner Condon Financial Advisors LLC 0.05% Add +22.7% 20,131 $359K
Quad-Cities Investment Group, LLC 0.14% Add +3.2% 19,089 $341K
Focus Financial Network, Inc. 0.01% Add +3.6% 19,073 $340K
Mariner, LLC 0.00% New 18,715 $334K
Cambridge Advisors Inc. 0.06% Reduce -1.6% 17,082 $305K
UMB Bank, n.a. 0.00% No change 16,625 $297K
Crumly & Associates Inc. 0.06% Add +31.1% 15,862 $283K
Harbour Investments, Inc. 0.00% Reduce -1.8% 15,825 $282K
PCG Wealth Advisors, LLC 0.07% Reduce -0.4% 14,702 $262K
Sanctuary Advisors, LLC 0.00% No change 14,681 $262K
Van Diest Capital, LLC 0.20% Reduce -11.2% 14,054 $251K
Independent Wealth Network Inc. 0.07% Add +3.2% 13,719 $245K
Columbia Advisory Partners LLC 0.16% Reduce -11.6% 13,686 $244K
Principal Securities, Inc. 0.00% Reduce -0.9% 13,458 $240K
Holos Integrated Wealth LLC 0.11% Reduce -7.6% 12,391 $224K
Koshinski Asset Management, Inc. 0.01% Reduce -12.4% 12,221 $218K
FSB Premier Wealth Management, Inc. 0.07% Add +0.1% 11,823 $211K
Cwm, LLC 0.00% Add +0.2% 11,221 $200K
Keating Financial Advisory Services, Inc. 0.03% No change 8,809 $157K
AE Wealth Management LLC 0.00% Reduce -5.7% 8,766 $156K
NewEdge Advisors, LLC 0.00% New 2,409 $43K
Evelyn Partners Investment Management LLP 0.00% No change 1,890 $34K
International Assets Investment Management, LLC 0.00% No change 1,600 $29K
Parallel Advisors, LLC 0.00% Add +310.0% 1,230 $22K
Golden State Wealth Management, LLC 0.00% Add +0.4% 1,102 $20K
Twin Peaks Wealth Advisors, LLC 0.00% New 1,000 $18K
Arax Advisory Partners 0.00% No change 874 $16K
MAI Capital Management 0.00% No change 721 $13K
Wells Fargo & Company 0.00% Reduce -50.0% 695 $12K
Marshall Investment Management, LLC 0.01% New 614 $11K
US Bancorp \de 0.00% Reduce -68.1% 540 $10K
Capital Analysts, LLC 0.00% No change 400 $7K
Ancora Advisors LLC 0.00% No change 313 $6K
Piscataqua Savings Bank 0.00% No change 230 $4K
Tradewinds Capital Management, LLC 0.00% New 203 $4K
Triumph Capital Management 0.00% No change 200 $4K
UBS Group AG 0.00% Add +5433.3% 166 $3K
Financial Network Wealth Advisors LLC 0.00% New 110 $2K
Trust Co 0.00% New 30 $536
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $286
Sankala Group LLC 0.00% No change 7 $115

"% 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.