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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Jane Street Group, Llc, Gladstone Institutional Advisory Llc, Level Four Advisory Services, Llc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -694 | -50.0% | 695 | $12.41K | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +3,458 | — | 3,458 | $61.73K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -13,476 | -7.1% | 177,391 | $3.17M | Q1 2026 | May 18, 2026 |
| Royal Bank Of Canada | Buy | +131,076 | +19.3% | 810,328 | $14.46M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +25,553 | — | 25,553 | $456.12K | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +22,137 | — | 22,137 | $395.14K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -12,659 | -8.5% | 135,423 | $2.42M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -5,588 | -2.3% | 233,782 | $4.17M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,499 | -8.7% | 26,317 | $469.75K | Q1 2026 | May 15, 2026 |
| Van Diest Capital, Llc | Sell | -1,778 | -11.2% | 14,054 | $250.86K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -1,154 | -68.1% | 540 | $9.64K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Sell | -1,108 | -3.1% | 35,218 | $628.64K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -290 | -1.8% | 15,825 | $282.48K | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +57,649 | — | 57,649 | $1.03M | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +38,893 | — | 38,893 | $694.24K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +19,889 | +39.4% | 70,339 | $1.26M | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, Llc | Sell | -8,173 | -17.8% | 37,871 | $681.10K | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +110 | — | 110 | $1.96K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +23 | +0.2% | 11,221 | $200.29K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +22 | +0.1% | 31,274 | $558.25K | Q1 2026 | May 14, 2026 |
| Mariner, Llc | Buy | +18,715 | — | 18,715 | $334.06K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -2,591 | -1.2% | 209,145 | $3.73M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -525 | -5.7% | 8,766 | $156.47K | Q1 2026 | May 13, 2026 |
| Principal Securities, Inc. | Sell | -126 | -0.9% | 13,458 | $240.23K | Q1 2026 | May 13, 2026 |
| Fsb Premier Wealth Management, Inc. | Buy | +11 | +0.1% | 11,823 | $211.05K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +72,570 | — | 72,570 | $1.30M | Q1 2026 | May 12, 2026 |
| Stifel Financial Corp | Sell | -2,461 | -9.3% | 23,940 | $427.33K | Q1 2026 | May 12, 2026 |
| Twin Peaks Wealth Advisors, Llc | Buy | +1,000 | — | 1,000 | $17.85K | Q1 2026 | May 08, 2026 |
| Marshall Investment Management, Llc | Buy | +614 | — | 614 | $10.96K | Q1 2026 | May 08, 2026 |
| Parallel Advisors, Llc | Buy | +930 | +310.0% | 1,230 | $21.96K | Q1 2026 | May 07, 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.