FIRST TRUST INDXX GLOBAL NAT (FTRI) Institutional Ownership Changes & 13F Activity
FIRST TRUST INDXX GLOBAL NAT (FTRI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Raymond James Financial Inc, Susquehanna International Group, Llp, Cambridge Investment Research Advisors, Inc., and Van Diest Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +11,791 | +46.1% | 37,344 | $592.65K | Q2 2026 | Sep 09, 2026 |
| Raymond James Financial Inc | Buy | +99,641 | +141.7% | 169,980 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -43,514 | -32.1% | 91,909 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +14,132 | +63.8% | 36,269 | $575.59K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +13,343 | — | 13,343 | $212.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,828 | +29.7% | 34,145 | $541.98K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -6,276 | -8.6% | 66,294 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -4,743 | -12.5% | 33,128 | $525.74K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -4,371 | -0.5% | 805,957 | $12.79M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -3,081 | -1.7% | 174,310 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Sell | -336 | -54.7% | 278 | $4.41K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +7,123 | +3.0% | 240,905 | $3.82M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -1,232 | -3.9% | 30,042 | $476.78K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +135 | — | 135 | $2.14K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +7,885 | +3.8% | 217,030 | $3.44M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +2,423 | — | 2,423 | $38.46K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -631 | -2.6% | 23,309 | $369.92K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -149 | -0.9% | 15,676 | $248.78K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +100 | — | 100 | $1.59K | Q2 2026 | Aug 12, 2026 |
| Fsb Premier Wealth Management, Inc. | Buy | +18 | +0.2% | 11,841 | $187.92K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +434 | +49.7% | 1,308 | $20.75K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -106,488 | -9.0% | 1,079,853 | $17.14M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +11,865 | — | 11,865 | $188.00K | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Sell | -300 | -24.4% | 930 | $14.76K | Q2 2026 | Aug 05, 2026 |
| Van Diest Capital, Llc | Buy | +18,569 | +132.1% | 32,623 | $517.73K | Q2 2026 | Aug 04, 2026 |
| Principal Securities, Inc. | Buy | +7,503 | +55.8% | 20,961 | $332.65K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -3,959 | -5.0% | 74,985 | $1.19M | Q2 2026 | Aug 03, 2026 |
| Avion Wealth | Buy | +506 | — | 506 | $8.00K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -21,219 | -6.5% | 306,807 | $4.87K | Q2 2026 | Jul 30, 2026 |
| Waterfront Wealth Inc. | Sell | -3,590 | -14.9% | 20,500 | $331.07K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about FTRI activity
Which institutional owners are buying FTRI?
Institutional owners buying FTRI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FTRI activity?
"Buy" means an investor increased their reported position in FTRI compared to the prior reporting period. This reflects growing exposure to FIRST TRUST INDXX GLOBAL NAT (FTRI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FTRI increasing?
Institutional interest in FTRI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.