FTRI Institutional Ownership & Shareholders
FIRST TRUST INDXX GLOBAL NAT (FTRI) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTRI tracked by InsiderSet, reporting ownership valued at approximately $17.14M in its June 30, 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 $18.04M, representing an estimated gain of +5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
$75.08M
Largest Holder
Lpl Financial Llc
Largest Position
$17.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 1,079,853 | $17,137,257 | $18,035,273 | +$898,016 | +5.24% | |
| Royal Bank Of Canada | 0.00% | 805,957 | $12,790,000 | $13,460,771 | +$670,771 | +5.24% | |
| Park National Corp | 0.12% | 264,553 | $4,440,205 | $4,418,458 | -$21,747 | -0.49% | |
| Morgan Stanley | 0.00% | 240,905 | $3,823,179 | $4,023,499 | +$200,320 | +5.24% | |
| Cetera Investment Advisers | 0.00% | 217,030 | $3,444,266 | $3,624,748 | +$180,482 | +5.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 178,018 | $2,825,150 | $2,973,185 | +$148,035 | +5.24% | |
| Bank Of America Corp | 0.00% | 174,310 | $2,766,298 | $2,911,256 | +$144,958 | +5.24% | |
| Raymond James Financial Inc | 0.00% | 169,980 | $2,697,589 | $2,838,938 | +$141,349 | +5.24% | |
| Farther Finance Advisors, Llc | 0.02% | 144,448 | $2,424,394 | $2,412,513 | -$11,881 | -0.49% | |
| Concurrent Investment Advisors, Llc | 0.01% | 104,651 | $1,756,434 | $1,747,839 | -$8,595 | -0.49% | |
| D.A. Davidson & Co. | 0.01% | 88,397 | $1,483,637 | $1,476,371 | -$7,266 | -0.49% | |
| Security National Bank | 0.17% | 87,820 | $1,473,953 | $1,466,735 | -$7,218 | -0.49% | |
| Susquehanna International Group, Llp | 0.00% | 91,909 | $1,458,596 | $1,535,027 | +$76,431 | +5.24% | |
| Lauer Wealth, Llc | 0.91% | 78,750 | $1,312,975 | $1,315,251 | +$2,276 | +0.17% | |
| Envestnet Asset Management Inc | 0.00% | 74,985 | $1,190,007 | $1,252,369 | +$62,362 | +5.24% | |
| Jane Street Group, Llc | 0.00% | 66,294 | $1,052,086 | $1,107,216 | +$55,130 | +5.24% | |
| Gladstone Institutional Advisory Llc | 0.03% | 51,649 | $819,662 | $862,621 | +$42,959 | +5.24% | |
| Manchester Financial Inc | 0.11% | 38,525 | $646,596 | $643,429 | -$3,167 | -0.49% | |
| Kestra Advisory Services, Llc | 0.00% | 39,818 | $631,919 | $665,024 | +$33,105 | +5.24% | |
| Integrated Wealth Concepts Llc | 0.00% | 37,344 | $592,646 | $623,705 | +$31,059 | +5.24% | |
| Old Mission Capital Llc | 0.01% | 36,269 | $575,589 | $605,750 | +$30,161 | +5.24% | |
| Summit Financial, Llc | 0.01% | 35,218 | $558,910 | $588,197 | +$29,287 | +5.24% | |
| Osaic Holdings, Inc. | 0.00% | 34,145 | $541,976 | $570,276 | +$28,300 | +5.22% | |
| Modern Wealth Management, Llc | 0.01% | 33,128 | $525,741 | $553,291 | +$27,550 | +5.24% | |
| Van Diest Capital, Llc | 0.46% | 32,623 | $517,733 | $544,856 | +$27,123 | +5.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 30,042 | $476,781 | $501,749 | +$24,968 | +5.24% | |
| Private Advisor Group, Llc | 0.00% | 28,982 | $459,955 | $484,046 | +$24,091 | +5.24% | |
| Crumly & Associates Inc. | 0.07% | 24,928 | $418,387 | $416,337 | -$2,050 | -0.49% | |
| Treasure Coast Financial Planning | 0.20% | 25,256 | $400,813 | $421,816 | +$21,003 | +5.24% | |
| Focus Financial Network, Inc. | 0.01% | 22,315 | $374,531 | $372,696 | -$1,835 | -0.49% | |
| Stifel Financial Corp | 0.00% | 23,309 | $369,915 | $389,298 | +$19,383 | +5.24% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 21,931 | $348,045 | $366,283 | +$18,238 | +5.24% | |
| Chris Bulman Inc | 0.12% | 19,921 | $334,350 | $332,713 | -$1,637 | -0.49% | |
| Principal Securities, Inc. | 0.00% | 20,961 | $332,649 | $350,082 | +$17,433 | +5.24% | |
| Waterfront Wealth Inc. | 0.05% | 20,500 | $331,075 | $342,383 | +$11,308 | +3.42% | |
| Quad-Cities Investment Group, Llc | 0.11% | 18,606 | $312,280 | $310,750 | -$1,530 | -0.49% | |
| Cambridge Advisors Inc. | 0.05% | 17,120 | $287,334 | $285,931 | -$1,403 | -0.49% | |
| Brookstone Capital Management | 0.00% | 16,989 | $285,140 | $283,743 | -$1,397 | -0.49% | |
| Umb Bank, N.A. | 0.00% | 16,625 | $263,839 | $277,664 | +$13,825 | +5.24% | |
| Harbour Investments, Inc. | 0.00% | 15,676 | $248,778 | $261,814 | +$13,036 | +5.24% | |
| Truist Financial Corp | 0.00% | 14,660 | $246,051 | $244,845 | -$1,206 | -0.49% | |
| Independent Financial Group, Llc | 0.00% | 14,585 | $244,794 | $243,593 | -$1,201 | -0.49% | |
| Sanctuary Advisors, Llc | 0.00% | 14,681 | $232,987 | $245,196 | +$12,209 | +5.24% | |
| Independent Wealth Network Inc. | 0.06% | 13,519 | $226,900 | $225,789 | -$1,111 | -0.49% | |
| Columbia Advisory Partners Llc | 0.12% | 13,486 | $226,343 | $225,238 | -$1,105 | -0.49% | |
| Flow Traders U.S. Llc | 0.01% | 13,343 | $212,000 | $222,849 | +$10,849 | +5.12% | |
| Cwm, Llc | 0.00% | 11,221 | $200,287 | $187,409 | -$12,878 | -6.43% | |
| Holos Integrated Wealth Llc | 0.09% | 11,655 | $197,558 | $194,657 | -$2,901 | -1.47% | |
| Janney Montgomery Scott Llc | 0.00% | 11,865 | $188,000 | $198,164 | +$10,164 | +5.41% | |
| Fsb Premier Wealth Management, Inc. | 0.05% | 11,841 | $187,917 | $197,764 | +$9,847 | +5.24% |
Frequently asked questions about FTRI
Who are the largest institutional holders of FTRI?
The largest institutional holders of FTRI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Royal Bank Of Canada, Park National Corp, Morgan Stanley, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FTRI position.
What is FTRI institutional ownership?
This page tracks FTRI positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INDXX GLOBAL NAT (FTRI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTRI?
InsiderSet currently tracks 71 institutional managers reporting FTRI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTRI shareholders.
How much FTRI stock do institutions own?
Institutional investment managers disclosed approximately $75.08M in FTRI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTRI institutional ownership last updated?
The latest FTRI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTRI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTRI position after the reporting date.
Are institutions buying or selling FTRI?
Institutional buying and selling can be analyzed by comparing FTRI positions across consecutive 13F reporting periods. InsiderSet's FTRI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTRI ownership changes.
How has FTRI institutional ownership changed over time?
InsiderSet tracks FTRI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.