FIRST TRUST INDXX GLOBAL NAT (FTRI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $72.34M 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 $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 $19.40M, representing an estimated gain of +13.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
$72.34M
Largest Holder
Lpl Financial Llc
Largest Position
$17.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | $19,399,775 | +$2,262,518 | +13.20% | |
| Royal Bank Of Canada | 0.00% | 805,957 | $12,790,000 | $14,479,179 | +$1,689,179 | +13.21% | |
| Park National Corp | 0.12% | 273,302 | $4,337,303 | $4,909,925 | +$572,622 | +13.20% | |
| Morgan Stanley | 0.00% | 240,905 | $3,823,179 | $4,327,907 | +$504,728 | +13.20% | |
| Cetera Investment Advisers | 0.00% | 217,030 | $3,444,266 | $3,898,987 | +$454,721 | +13.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 178,018 | $2,825,150 | $3,198,129 | +$372,979 | +13.20% | |
| Bank Of America Corp | 0.00% | 174,310 | $2,766,298 | $3,131,514 | +$365,216 | +13.20% | |
| Raymond James Financial Inc | 0.00% | 169,980 | $2,697,589 | $3,053,725 | +$356,136 | +13.20% | |
| Farther Finance Advisors, Llc | 0.02% | 132,668 | $2,105,445 | $2,383,407 | +$277,962 | +13.20% | |
| Susquehanna International Group, Llp | 0.00% | 91,909 | $1,458,596 | $1,651,164 | +$192,568 | +13.20% | |
| D.A. Davidson & Co. | 0.01% | 82,806 | $1,314,131 | $1,487,626 | +$173,495 | +13.20% | |
| Security National Bank | 0.15% | 78,983 | $1,253,460 | $1,418,945 | +$165,485 | +13.20% | |
| Lauer Wealth, Llc | 0.81% | 72,900 | $1,192,644 | $1,309,663 | +$117,019 | +9.81% | |
| Envestnet Asset Management Inc | 0.00% | 74,985 | $1,190,007 | $1,347,121 | +$157,114 | +13.20% | |
| Jane Street Group, Llc | 0.00% | 66,294 | $1,052,086 | $1,190,985 | +$138,899 | +13.20% | |
| Gladstone Institutional Advisory Llc | 0.03% | 51,649 | $819,662 | $927,885 | +$108,223 | +13.20% | |
| Kestra Advisory Services, Llc | 0.00% | 39,818 | $631,919 | $715,338 | +$83,419 | +13.20% | |
| Manchester Financial Inc | 0.11% | 39,253 | $622,946 | $705,188 | +$82,242 | +13.20% | |
| Integrated Wealth Concepts Llc | 0.00% | 37,344 | $592,646 | $670,892 | +$78,246 | +13.20% | |
| Old Mission Capital Llc | 0.01% | 36,269 | $575,589 | $651,580 | +$75,991 | +13.20% | |
| Summit Financial, Llc | 0.01% | 35,218 | $558,910 | $632,698 | +$73,788 | +13.20% | |
| Osaic Holdings, Inc. | 0.00% | 34,145 | $541,976 | $613,422 | +$71,446 | +13.18% | |
| Modern Wealth Management, Llc | 0.01% | 33,128 | $525,741 | $595,151 | +$69,410 | +13.20% | |
| Van Diest Capital, Llc | 0.46% | 32,623 | $517,733 | $586,079 | +$68,346 | +13.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 30,042 | $476,781 | $539,711 | +$62,930 | +13.20% | |
| Private Advisor Group, Llc | 0.00% | 28,982 | $459,955 | $520,667 | +$60,712 | +13.20% | |
| Treasure Coast Financial Planning | 0.20% | 25,256 | $400,813 | $453,729 | +$52,916 | +13.20% | |
| Stifel Financial Corp | 0.00% | 23,309 | $369,915 | $418,751 | +$48,836 | +13.20% | |
| Chris Bulman Inc | 0.13% | 23,257 | $369,092 | $417,817 | +$48,725 | +13.20% | |
| Crumly & Associates Inc. | 0.07% | 22,683 | $359,979 | $407,505 | +$47,526 | +13.20% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 21,931 | $348,045 | $393,995 | +$45,950 | +13.20% | |
| Principal Securities, Inc. | 0.00% | 20,961 | $332,649 | $376,569 | +$43,920 | +13.20% | |
| Waterfront Wealth Inc. | 0.05% | 20,500 | $331,075 | $368,287 | +$37,212 | +11.24% | |
| Brookstone Capital Management | 0.00% | 20,626 | $327,338 | $370,550 | +$43,212 | +13.20% | |
| Focus Financial Network, Inc. | 0.01% | 19,894 | $315,718 | $357,400 | +$41,682 | +13.20% | |
| Quad-Cities Investment Group, Llc | 0.11% | 18,556 | $294,481 | $333,362 | +$38,881 | +13.20% | |
| Cambridge Advisors Inc. | 0.05% | 17,103 | $271,424 | $307,259 | +$35,835 | +13.20% | |
| Umb Bank, N.A. | 0.00% | 16,625 | $263,839 | $298,671 | +$34,832 | +13.20% | |
| Harbour Investments, Inc. | 0.00% | 15,676 | $248,778 | $281,622 | +$32,844 | +13.20% | |
| Sanctuary Advisors, Llc | 0.00% | 14,681 | $232,987 | $263,747 | +$30,760 | +13.20% | |
| Columbia Advisory Partners Llc | 0.12% | 13,576 | $215,448 | $243,896 | +$28,448 | +13.20% | |
| Independent Wealth Network Inc. | 0.05% | 13,519 | $214,547 | $242,872 | +$28,325 | +13.20% | |
| Flow Traders U.S. Llc | 0.01% | 13,343 | $212,000 | $239,710 | +$27,710 | +13.07% | |
| Independent Financial Group, Llc | 0.00% | 13,084 | $207,642 | $235,057 | +$27,415 | +13.20% | |
| Cwm, Llc | 0.00% | 11,221 | $200,287 | $201,588 | +$1,301 | +0.65% | |
| Janney Montgomery Scott Llc | 0.00% | 11,865 | $188,000 | $213,157 | +$25,157 | +13.38% | |
| Fsb Premier Wealth Management, Inc. | 0.05% | 11,841 | $187,917 | $212,726 | +$24,809 | +13.20% | |
| Holos Integrated Wealth Llc | 0.09% | 11,655 | $187,759 | $209,384 | +$21,625 | +11.52% | |
| Koshinski Asset Management, Inc. | 0.01% | 11,634 | $184,626 | $209,007 | +$24,381 | +13.21% | |
| Keating Financial Advisory Services, Inc. | 0.02% | 8,809 | $139,799 | $158,255 | +$18,456 | +13.20% |
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.