IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Indxx Global NAT (FTRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares813,643 from 1,079,853
Change-266,210 (-25%)
Value$13.7M (-$3.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares274,563 from 306,807
Change-32,244 (-11%)
Value$4.6M (-$261.0K)
Filed 2026-11-02
Park National Corp
DECREASED
Shares264,553 from 273,302
Change-8,749 (-3%)
Value$4.4M (+$102.9K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares144,448 from 132,668
Change+11,780 (+9%)
Value$2.4M (+$318.9K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares143,659 from 178,018
Change-34,359 (-19%)
Value$2.4M (-$414.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares104,651
Change+104,651
Value$1.8M
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares88,397 from 82,806
Change+5,591 (+7%)
Value$1.5M (+$169.5K)
Filed 2026-10-28
Security National Bank
INCREASED
Shares87,820 from 78,983
Change+8,837 (+11%)
Value$1.5M (+$220.5K)
Filed 2026-10-26
Lauer Wealth, LLC
INCREASED
Shares78,750 from 72,900
Change+5,850 (+8%)
Value$1.3M (+$120.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares42,155 from 39,818
Change+2,337 (+6%)
Value$707.5K (+$75.6K)
Filed 2026-11-02
Manchester Financial Inc
DECREASED
Shares38,525 from 39,253
Change-728 (-2%)
Value$646.6K (+$23.7K)
Filed 2026-10-15
Treasure Coast Financial Planning
UNCHANGED
Shares25,256 from 25,256
Change0 (0%)
Value$423.9K (+$23.1K)
Filed 2026-11-03
Crumly & Associates Inc.
INCREASED
Shares24,928 from 22,683
Change+2,245 (+10%)
Value$418.4K (+$58.4K)
Filed 2026-10-07
Focus Financial Network, Inc.
INCREASED
Shares22,315 from 19,894
Change+2,421 (+12%)
Value$374.5K (+$58.8K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares21,981 from 21,931
Change+50 (+0%)
Value$368.9K (+$20.9K)
Filed 2026-11-02
Waterfront Wealth Inc.
INCREASED
Shares20,506 from 20,500
Change+6 (+0%)
Value$349.2K (+$18.2K)
Filed 2026-11-03
Chris Bulman Inc
DECREASED
Shares19,921 from 23,257
Change-3,336 (-14%)
Value$334.4K (-$34.7K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares18,606 from 18,556
Change+50 (+0%)
Value$312.3K (+$17.8K)
Filed 2026-10-16
Cambridge Advisors Inc.
INCREASED
Shares17,120 from 17,103
Change+17 (+0%)
Value$287.3K (+$15.9K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares16,989 from 20,626
Change-3,637 (-18%)
Value$285.1K (-$42.2K)
Filed 2026-10-22
UMB Bank, n.a.
UNCHANGED
Shares16,625 from 16,625
Change0 (0%)
Value$279.0K (+$15.2K)
Filed 2026-11-06
Truist Financial Corp
NEW
Shares14,660
Change+14,660
Value$246.1K
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares14,585 from 13,084
Change+1,501 (+11%)
Value$244.8K (+$37.2K)
Filed 2026-10-13
Independent Wealth Network Inc.
UNCHANGED
Shares13,519 from 13,519
Change0 (0%)
Value$226.9K (+$12.4K)
Filed 2026-10-19
Columbia Advisory Partners LLC
DECREASED
Shares13,486 from 13,576
Change-90 (-1%)
Value$226.3K (+$10.9K)
Filed 2026-10-15
Holos Integrated Wealth LLC
UNCHANGED
Shares11,655 from 11,655
Change0 (0%)
Value$197.6K (+$9.8K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares10,242 from 11,634
Change-1,392 (-12%)
Value$171.9K (-$12.7K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares1,114 from 1,109
Change+5 (+0%)
Value$18.7K (+$1.1K)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$8 (-$8.0K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares250 from 930
Change-680 (-73%)
Value$4.2K (-$10.6K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$3.9K (+$209)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.4K (+$183)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$1.8K (+$100)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$504 (+$28)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$269 (+$15)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$25.2K)
Filed 2026-11-02
Assetmark, Inc
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-21
US Bancorp \de\
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Signaturefd, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Royal Bank of Canada
N/A
Shares— from 805,957
Change-805,957 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 240,905
Change-240,905 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 217,030
Change-217,030 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 174,310
Change-174,310 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 169,980
Change-169,980 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 91,909
Change-91,909 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 74,985
Change-74,985 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,294
Change-66,294 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 51,649
Change-51,649 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,344
Change-37,344 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 36,269
Change-36,269 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,218
Change-35,218 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,145
Change-34,145 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 33,128
Change-33,128 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 32,623
Change-32,623 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,042
Change-30,042 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,982
Change-28,982 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,309
Change-23,309 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,343
Change-13,343 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,865
Change-11,865 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 695
Change-695 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 313
Change-313 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
FMR LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
DECREASED813,6431,079,853-266,210-25%$17.1M$13.7M-$3.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED274,563306,807-32,244-11%$4.9M$4.6M-$261.0K2026-11-02
Park National Corp
DECREASED264,553273,302-8,749-3%$4.3M$4.4M+$102.9K2026-10-05
Farther Finance Advisors, LLC
INCREASED144,448132,668+11,780+9%$2.1M$2.4M+$318.9K2026-10-08
Commonwealth Equity Services, LLC
DECREASED143,659178,018-34,359-19%$2.8M$2.4M-$414.0K2026-11-02
Concurrent Investment Advisors, LLC
NEW104,651—+104,651——$1.8M—2026-10-16
D.A. Davidson & Co.
INCREASED88,39782,806+5,591+7%$1.3M$1.5M+$169.5K2026-10-28
Security National Bank
INCREASED87,82078,983+8,837+11%$1.3M$1.5M+$220.5K2026-10-26
Lauer Wealth, LLC
INCREASED78,75072,900+5,850+8%$1.2M$1.3M+$120.3K2026-10-13
Kestra Advisory Services, LLC
INCREASED42,15539,818+2,337+6%$631.9K$707.5K+$75.6K2026-11-02
Manchester Financial Inc
DECREASED38,52539,253-728-2%$622.9K$646.6K+$23.7K2026-10-15
Treasure Coast Financial Planning
UNCHANGED25,25625,25600%$400.8K$423.9K+$23.1K2026-11-03
Crumly & Associates Inc.
INCREASED24,92822,683+2,245+10%$360.0K$418.4K+$58.4K2026-10-07
Focus Financial Network, Inc.
INCREASED22,31519,894+2,421+12%$315.7K$374.5K+$58.8K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED21,98121,931+50+0%$348.0K$368.9K+$20.9K2026-11-02
Waterfront Wealth Inc.
INCREASED20,50620,500+6+0%$331.1K$349.2K+$18.2K2026-11-03
Chris Bulman Inc
DECREASED19,92123,257-3,336-14%$369.1K$334.4K-$34.7K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED18,60618,556+50+0%$294.5K$312.3K+$17.8K2026-10-16
Cambridge Advisors Inc.
INCREASED17,12017,103+17+0%$271.4K$287.3K+$15.9K2026-10-19
Brookstone Capital Management
DECREASED16,98920,626-3,637-18%$327.3K$285.1K-$42.2K2026-10-22
UMB Bank, n.a.
UNCHANGED16,62516,62500%$263.8K$279.0K+$15.2K2026-11-06
Truist Financial Corp
NEW14,660—+14,660——$246.1K—2026-10-30
Independent Financial Group, LLC
INCREASED14,58513,084+1,501+11%$207.6K$244.8K+$37.2K2026-10-13
Independent Wealth Network Inc.
UNCHANGED13,51913,51900%$214.5K$226.9K+$12.4K2026-10-19
Columbia Advisory Partners LLC
DECREASED13,48613,576-90-1%$215.4K$226.3K+$10.9K2026-10-15
Holos Integrated Wealth LLC
UNCHANGED11,65511,65500%$187.8K$197.6K+$9.8K2026-10-23
Koshinski Asset Management, Inc.
DECREASED10,24211,634-1,392-12%$184.6K$171.9K-$12.7K2026-10-29
Golden State Wealth Management, LLC
INCREASED1,1141,109+5+0%$17.6K$18.7K+$1.1K2026-11-02
Avion Wealth
UNCHANGED50650600%$8.0K$8-$8.0K2026-11-04
Parallel Advisors, LLC
DECREASED250930-680-73%$14.8K$4.2K-$10.6K2026-11-03
Piscataqua Savings Bank
UNCHANGED23023000%$3.7K$3.9K+$2092026-10-21
Triumph Capital Management
UNCHANGED20020000%$3.2K$3.4K+$1832026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED11011000%$1.7K$1.8K+$1002026-10-28
Trust Co
UNCHANGED303000%$476$504+$282026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED161600%$254$269+$152026-10-23
International Assets Investment Management, LLC
CLOSED01,600-1,600-100%$25.2K$0-$25.2K2026-11-02
Assetmark, Inc
CLOSED01,096-1,096-100%$17.4K$0-$17.4K2026-10-21
US Bancorp \de\
CLOSED0540-540-100%$8.6K$0-$8.6K2026-11-05
Simplex Trading, LLC
CLOSED0100-100-100%$1.6K$0-$1.6K2026-11-04
Signaturefd, LLC
CLOSED093-93-100%$1.5K$0-$1.5K2026-10-23
Royal Bank of Canada
N/A—805,957-805,957-100%$12.8M———
Morgan Stanley
N/A—240,905-240,905-100%$3.8M———
Cetera Investment Advisers
N/A—217,030-217,030-100%$3.4M———
Bank of America Corp
N/A—174,310-174,310-100%$2.8M———
Raymond James Financial Inc
N/A—169,980-169,980-100%$2.7M———
Susquehanna International Group, LLP
N/A—91,909-91,909-100%$1.5M———
Envestnet Asset Management Inc
N/A—74,985-74,985-100%$1.2M———
Jane Street Group, LLC
N/A—66,294-66,294-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—51,649-51,649-100%$819.7K———
Integrated Wealth Concepts LLC
N/A—37,344-37,344-100%$592.6K———
Old Mission Capital LLC
N/A—36,269-36,269-100%$575.6K———
Summit Financial, LLC
N/A—35,218-35,218-100%$558.9K———
Osaic Holdings, Inc.
N/A—34,145-34,145-100%$542.0K———
Modern Wealth Management, LLC
N/A—33,128-33,128-100%$525.7K———
Van Diest Capital, LLC
N/A—32,623-32,623-100%$517.7K———
Rockefeller Capital Management L.P.
N/A—30,042-30,042-100%$476.8K———
Private Advisor Group, LLC
N/A—28,982-28,982-100%$460.0K———
Stifel Financial Corp
N/A—23,309-23,309-100%$369.9K———
Principal Securities, Inc.
N/A—20,961-20,961-100%$332.6K———
Harbour Investments, Inc.
N/A—15,676-15,676-100%$248.8K———
Sanctuary Advisors, LLC
N/A—14,681-14,681-100%$233.0K———
Flow Traders U.S. LLC
N/A—13,343-13,343-100%$212.0K———
Janney Montgomery Scott LLC
N/A—11,865-11,865-100%$188.0K———
FSB Premier Wealth Management, Inc.
N/A—11,841-11,841-100%$187.9K———
AE Wealth Management LLC
N/A—8,942-8,942-100%$141.9K———
Keating Financial Advisory Services, Inc.
N/A—8,809-8,809-100%$139.8K———
NewEdge Advisors, LLC
N/A—2,423-2,423-100%$38.5K———
Arax Advisory Partners
N/A—1,308-1,308-100%$20.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—814-814-100%$12.9K———
BFC Planning, Inc.
N/A—814-814-100%$12.9K———
Wells Fargo & Company
N/A—695-695-100%$11.0K———
Capital Analysts, LLC
N/A—400-400-100%$6———
Ancora Advisors LLCA
N/A—313-313-100%$5.0K———
Marshall Investment Management, LLC
N/A—278-278-100%$4.4K———
FMR LLC
N/A—135-135-100%$2.1K———
Sankala Group LLC
N/A—7-7-100%$115———
Showing 76 of 76 institutions