13FBOX
FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF

FTRI
Institutions
72
Combined AUM (Q2 2026)
$77.8M
Combined Shares (Q2 2026)
4.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+534,205
33 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-368,490
35 · 10 Exit · ≈
⚖️ Net
+165,715
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$77.8M
Institutions
72
New Buys
12
Adds
21
Reduces
25
Exits
10
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%0.01%#31$17.1M1.1M$21.2M1.2M-106,488-8.98%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#40$12.8M805,957$14.5M810,328-4,371-0.54%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#20$4.9M306,807$5.9M328,026-21,219-6.47%Reduce
PARK NATIONAL CORP /OH/
0.17%0.14%#4$4.7M262,713$4.7M262,71300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#56$3.8M240,905$2.2M143,369+97,536+68.03%Add
Cetera Investment Advisers
<0.01%<0.01%#36$3.4M217,030$3.7M209,145+7,885+3.77%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#32$2.8M178,018$3.9M215,792-37,774-17.50%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#57$2.8M174,310$3.2M177,391-3,081-1.74%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$2.7M169,980$1.3M70,339+99,641+141.66%Add
Farther Finance Advisors, LLC
0.02%#19$2.1M132,668$00+132,668New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#61$1.5M91,909$2.4M135,423-43,514-32.13%Reduce
D.A. DAVIDSON & CO.
0.01%0.01%#25$1.3M82,806$1.4M79,567+3,239+4.07%Add
Security National Bank
0.15%0.16%#5$1.3M78,983$1.1M62,974+16,009+25.42%Add
Lauer Wealth, LLC
0.72%0.78%#1$1.2M72,900$977,81953,580+19,320+36.06%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$1.2M74,985$1.4M78,944-3,959-5.01%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#63$1.1M66,294$1.3M72,570-6,276-8.65%Reduce
Integrated Wealth Concepts LLC
<0.01%<0.01%#28$881,76255,563$456,12125,553+30,010+117.44%Add
Gladstone Institutional Advisory LLC
0.03%0.04%#17$819,66251,649$1.0M57,649-6,000-10.41%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#39$631,91939,818$748,07641,909-2,091-4.99%Reduce
MANCHESTER FINANCIAL INC
0.11%0.13%#8$622,94639,253$696,57939,024+229+0.59%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#23$575,58936,269$395,14522,137+14,132+63.84%Add
Summit Financial, LLC
0.01%0.01%#27$558,91035,218$628,64135,21800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$541,97634,145$469,74526,317+7,828+29.75%Add
Modern Wealth Management, LLC
0.01%0.01%#26$525,74133,128$681,09937,871-4,743-12.52%Reduce
Van Diest Capital, LLC
0.46%0.2%#2$517,73332,623$250,86114,054+18,569+132.13%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#48$476,78130,042$558,25231,274-1,232-3.94%Reduce
Private Advisor Group, LLC
<0.01%#38$459,95528,982$00+28,982New Buy
Treasure Coast Financial Planning
0.2%0.25%#3$400,81325,256$489,60827,429-2,173-7.92%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#53$369,91523,309$427,33123,940-631-2.64%Reduce
Chris Bulman Inc
0.13%0.2%#6$369,09223,257$465,12126,057-2,800-10.75%Reduce
Crumly & Associates Inc.
0.07%0.06%#11$359,97922,683$283,13715,862+6,821+43.00%Add
Walkner Condon Financial Advisors LLC
0.04%0.05%#16$348,04521,931$359,33820,131+1,800+8.94%Add
PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#29$332,64920,961$240,23313,458+7,503+55.75%Add
Waterfront Wealth Inc.
0.05%0.08%#14$331,07520,500$430,00724,090-3,590-14.90%Reduce
Brookstone Capital Management
<0.01%<0.01%#35$327,33820,626$418,15823,426-2,800-11.95%Reduce
Focus Financial Network, Inc.
0.01%0.01%#22$315,71819,894$340,45319,073+821+4.30%Add
Quad-Cities Investment Group, LLC
0.11%0.14%#9$294,48118,556$340,73219,089-533-2.79%Reduce
Cambridge Advisors Inc.
0.05%0.06%#15$271,42417,103$304,91317,082+21+0.12%Add
UMB Bank, n.a.
<0.01%<0.01%#34$263,83916,625$296,75616,62500.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#33$248,77815,676$282,47615,825-149-0.94%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#45$232,98714,681$262,05614,68100.00%Unchanged
COLUMBIA ADVISORY PARTNERS LLC
0.12%0.16%#7$215,44813,576$244,29113,686-110-0.80%Reduce
Independent Wealth Network Inc.
0.05%0.07%#12$214,54713,519$244,88413,719-200-1.46%Reduce
FLOW TRADERS U.S. LLC
0.01%#24$211,75313,343$00+13,343New Buy
INDEPENDENT FINANCIAL GROUP, LLC
<0.01%#30$207,64213,084$00+13,084New Buy
Janney Montgomery Scott LLC
<0.01%#52$188,29811,865$00+11,865New Buy
FSB PREMIER WEALTH MANAGEMENT, INC.
0.05%0.07%#13$187,91711,841$211,04811,823+18+0.15%Add
Holos Integrated Wealth LLC
0.09%0.11%#10$187,75911,655$223,77312,391-736-5.94%Reduce
Koshinski Asset Management, Inc.
0.01%0.01%#21$184,62611,634$218,15412,221-587-4.80%Reduce
AE Wealth Management LLC
<0.01%<0.01%#49$141,9098,942$156,4698,766+176+2.01%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow