FIRST TRUST INDXX GLOBAL NAT (FTRI) Top Institutional Shareholders
FIRST TRUST INDXX GLOBAL NAT (FTRI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $80.04M in FTRI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTRI tracked by InsiderSet, reporting ownership valued at approximately $21.18M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.95M, representing an estimated loss of -5.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FTRI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Royal Bank Of Canada, Park National Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST INDXX GLOBAL NAT (FTRI).
This page ranks the largest institutional FTRI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$80.04M
Largest Holder
Lpl Financial Llc
Largest Position
$21.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,186,341 | $21,176,175 | $19,945,833 | -$1,230,342 | -5.81% | |
| Royal Bank Of Canada | 0.00% | 810,328 | $14,464,000 | $13,623,964 | -$840,036 | -5.81% | |
| Park National Corp | 0.14% | 262,713 | $4,689,427 | $4,416,967 | -$272,460 | -5.81% | |
| Morgan Stanley | 0.00% | 233,782 | $4,173,032 | $3,930,553 | -$242,479 | -5.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 215,792 | $3,851,880 | $3,628,089 | -$223,791 | -5.81% | |
| Cetera Investment Advisers | 0.00% | 209,145 | $3,733,236 | $3,516,334 | -$216,902 | -5.81% | |
| Bank Of America Corp | 0.00% | 177,391 | $3,166,433 | $2,982,457 | -$183,976 | -5.81% | |
| Susquehanna International Group, Llp | 0.00% | 135,423 | $2,417,301 | $2,276,853 | -$140,448 | -5.81% | |
| D.A. Davidson & Co. | 0.01% | 79,567 | $1,420,271 | $1,337,752 | -$82,519 | -5.81% | |
| Envestnet Asset Management Inc | 0.00% | 78,944 | $1,409,146 | $1,327,278 | -$81,868 | -5.81% | |
| Jane Street Group, Llc | 0.00% | 72,570 | $1,295,375 | $1,220,112 | -$75,263 | -5.81% | |
| Raymond James Financial Inc | 0.00% | 70,339 | $1,255,547 | $1,182,603 | -$72,944 | -5.81% | |
| Security National Bank | 0.16% | 62,974 | $1,124,086 | $1,058,776 | -$65,310 | -5.81% | |
| Gladstone Institutional Advisory Llc | 0.04% | 57,649 | $1,029,044 | $969,247 | -$59,797 | -5.81% | |
| Lauer Wealth, Llc | 0.78% | 53,580 | $977,819 | $900,835 | -$76,984 | -7.87% | |
| Kestra Advisory Services, Llc | 0.00% | 41,909 | $748,076 | $704,612 | -$43,464 | -5.81% | |
| Manchester Financial Inc | 0.13% | 39,024 | $696,579 | $656,107 | -$40,472 | -5.81% | |
| Level Four Advisory Services, Llc | 0.02% | 38,893 | $694,240 | $653,904 | -$40,336 | -5.81% | |
| Modern Wealth Management, Llc | 0.01% | 37,871 | $681,099 | $636,721 | -$44,378 | -6.52% | |
| Summit Financial, Llc | 0.01% | 35,218 | $628,641 | $592,117 | -$36,524 | -5.81% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,274 | $558,252 | $525,807 | -$32,445 | -5.81% | |
| Treasure Coast Financial Planning | 0.25% | 27,429 | $489,608 | $461,161 | -$28,447 | -5.81% | |
| Osaic Holdings, Inc. | 0.00% | 26,317 | $469,745 | $442,465 | -$27,280 | -5.81% | |
| Chris Bulman Inc | 0.20% | 26,057 | $465,121 | $438,094 | -$27,027 | -5.81% | |
| Integrated Wealth Concepts Llc | 0.00% | 25,553 | $456,121 | $429,620 | -$26,501 | -5.81% | |
| Monument Capital Management | 0.11% | 25,286 | $451,349 | $425,131 | -$26,218 | -5.81% | |
| Waterfront Wealth Inc. | 0.08% | 24,090 | $430,007 | $405,023 | -$24,984 | -5.81% | |
| Stifel Financial Corp | 0.00% | 23,940 | $427,331 | $402,501 | -$24,830 | -5.81% | |
| Brookstone Capital Management | 0.00% | 23,426 | $418,158 | $393,859 | -$24,299 | -5.81% | |
| Old Mission Capital Llc | 0.01% | 22,137 | $395,145 | $372,187 | -$22,958 | -5.81% | |
| Independent Financial Group, Llc | 0.00% | 24,738 | $362,659 | $415,918 | +$53,259 | +14.69% | |
| Walkner Condon Financial Advisors Llc | 0.05% | 20,131 | $359,338 | $338,460 | -$20,878 | -5.81% | |
| Quad-Cities Investment Group, Llc | 0.14% | 19,089 | $340,732 | $320,941 | -$19,791 | -5.81% | |
| Focus Financial Network, Inc. | 0.01% | 19,073 | $340,453 | $320,672 | -$19,781 | -5.81% | |
| Mariner, Llc | 0.00% | 18,715 | $334,055 | $314,653 | -$19,402 | -5.81% | |
| Cambridge Advisors Inc. | 0.06% | 17,082 | $304,913 | $287,198 | -$17,715 | -5.81% | |
| Umb Bank, N.A. | 0.00% | 16,625 | $296,756 | $279,514 | -$17,242 | -5.81% | |
| Crumly & Associates Inc. | 0.06% | 15,862 | $283,137 | $266,686 | -$16,451 | -5.81% | |
| Harbour Investments, Inc. | 0.00% | 15,825 | $282,476 | $266,064 | -$16,412 | -5.81% | |
| Pcg Wealth Advisors, Llc | 0.07% | 14,702 | $262,436 | $247,183 | -$15,253 | -5.81% | |
| Sanctuary Advisors, Llc | 0.00% | 14,681 | $262,056 | $246,830 | -$15,226 | -5.81% | |
| Van Diest Capital, Llc | 0.20% | 14,054 | $250,861 | $236,288 | -$14,573 | -5.81% | |
| Independent Wealth Network Inc. | 0.07% | 13,719 | $244,884 | $230,656 | -$14,228 | -5.81% | |
| Columbia Advisory Partners Llc | 0.16% | 13,686 | $244,291 | $230,101 | -$14,190 | -5.81% | |
| Principal Securities, Inc. | 0.00% | 13,458 | $240,233 | $226,268 | -$13,965 | -5.81% | |
| Holos Integrated Wealth Llc | 0.11% | 12,391 | $223,773 | $208,329 | -$15,444 | -6.90% | |
| Koshinski Asset Management, Inc. | 0.01% | 12,221 | $218,154 | $205,470 | -$12,684 | -5.81% | |
| Fsb Premier Wealth Management, Inc. | 0.07% | 11,823 | $211,048 | $198,779 | -$12,269 | -5.81% | |
| Cwm, Llc | 0.00% | 11,221 | $200,287 | $188,658 | -$11,629 | -5.81% | |
| Keating Financial Advisory Services, Inc. | 0.03% | 8,809 | $157,241 | $148,105 | -$9,136 | -5.81% |
Frequently asked questions about FTRI
Who owns the most FTRI stock?
The largest holders of FTRI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INDXX GLOBAL NAT (FTRI).
Is FTRI widely held by superinvestors?
Many widely followed stocks like FTRI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTRI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.