Who owns First Trust Indxx Global Natural Resources Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTRI from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 4.9M shares of First Trust Indxx Global Natural Resources Income ETF worth $72.1M — about 78.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$72.1M
value, 2026 filers
78.7%
of shares outstanding (4.9M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FTRI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.1M | $17.1M | 0.0% | 17.4% | -9.0% |
| 2 | ROYAL BANK OF CANADA | 805,957 | $12.8M | 0.0% | 13% | -0.5% |
| 3 | Cambridge Investment Research Advisors, Inc. | 306,807 | $4,869 | 0.0% | 5% | -6.5% |
| 4 | PARK NATIONAL CORP /OH/ | 273,302 | $4.3M | 0.1% | 4.4% | +4.0% |
| 5 | MORGAN STANLEY | 240,905 | $3.8M | 0.0% | 3.9% | +3.0% |
| 6 | Cetera Investment Advisers | 217,030 | $3.4M | 0.0% | 3.5% | +3.8% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 178,018 | $2.8M | 0.0% | 2.9% | -17.5% |
| 8 | BANK OF AMERICA CORP /DE/ | 174,310 | $2.8M | 0.0% | 2.8% | -1.7% |
| 9 | RAYMOND JAMES FINANCIAL INC | 169,980 | $2.7M | 0.0% | 2.7% | +141.7% |
| 10 | Farther Finance Advisors, LLCNEW | 132,668 | $2.1M | 0.0% | 2.1% | new |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 91,909 | $1.5M | 0.0% | 1.5% | -32.1% |
| 12 | D.A. DAVIDSON & CO. | 82,806 | $1.3M | 0.0% | 1.3% | +4.1% |
| 13 | Security National Bank | 78,983 | $1.3M | 0.1% | 1.3% | +25.4% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 74,985 | $1.2M | 0.0% | 1.2% | -5.0% |
| 15 | Lauer Wealth, LLC | 72,900 | $1.2M | 0.7% | 1.2% | +36.1% |
| 16 | JANE STREET GROUP, LLC | 66,294 | $1.1M | 0.0% | 1.1% | -8.6% |
| 17 | Integrated Wealth Concepts LLC | 55,563 | $881,762 | 0.0% | 0.9% | +117.4% |
| 18 | Gladstone Institutional Advisory LLC | 51,649 | $819,662 | 0.0% | 0.8% | -10.4% |
| 19 | Kestra Advisory Services, LLC | 39,818 | $631,919 | 0.0% | 0.6% | -5.0% |
| 20 | MANCHESTER FINANCIAL INC | 39,253 | $622,946 | 0.1% | 0.6% | +0.6% |
| 21 | OLD MISSION CAPITAL LLC | 36,269 | $575,589 | 0.0% | 0.6% | +63.8% |
| 22 | Summit Financial, LLC | 35,218 | $558,910 | 0.0% | 0.6% | 0.0% |
| 23 | OSAIC HOLDINGS, INC. | 34,145 | $541,976 | 0.0% | 0.6% | +29.7% |
| 24 | Modern Wealth Management, LLC | 33,128 | $525,741 | 0.0% | 0.5% | -12.5% |
| 25 | Van Diest Capital, LLC | 32,623 | $517,733 | 0.5% | 0.5% | +132.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.