FTHI Institutional Ownership
First Trust BuyWrite Income ETF
1W: +0.1%
1M: -0.4%
3M: -0.4%
YTD: +1.6%
1Y: +3.2%
3Y: +44.1%
5Y: +58.6%
$23.77
+0.17 (+0.72%)
Weekly Expected Move ±1.2%
$23
$23
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTHI
242
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
30
New Positions
128
Increased
66
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (259 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 11,072,185 | $263M | +1,435,816 | +14.9% | 46Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 7,618,216 | $181M | +760,885 | +11.1% | 39Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 4,419,943 | $105M | +515,796 | +13.2% | 7Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3,862,199 | $92M | +79,011 | +2.1% | 29Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 3,325,004 | $79M | +1,323,657 | +66.1% | 11Q | SEC ↗ |
| 6 | D.A. DAVIDSON & CO. | 3,126,282 | $74M | +115,382 | +3.8% | 11Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 2,801,431 | $67M | +274,143 | +10.8% | 50Q | SEC ↗ |
| 8 | Ergawealth Advisors, Inc. | 2,649,267 | $63M | +281,779 | +11.9% | 5Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 1,981,125 | $47M | +84,919 | +4.5% | 15Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,925,998 | $46M | +109,605 | +6.0% | 11Q | SEC ↗ |
| 11 | CWM, LLC | 861,379 | $20M | +202,594 | +30.8% | 15Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 750,989 | $18M | +71,740 | +10.6% | 15Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 707,200 | $17M | +184,500 | +35.3% | 2Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 597,670 | $14M | +4,490 | +0.8% | 28Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 556,384 | $13M | +122,287 | +28.2% | 26Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 533,809 | $13M | +26,407 | +5.2% | 29Q | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 482,564 | $11M | +190,463 | +65.2% | 2Q | SEC ↗ |
| 18 | Advisor OS, LLC | 440,389 | $10M | +28,954 | +7.0% | 6Q | SEC ↗ |
| 19 | MJP ASSOCIATES INC /ADV | 438,628 | $10M | +28,954 | +7.1% | 6Q | SEC ↗ |
| 20 | Sun Financial Inc | 422,859 | $10M | +20,993 | +5.2% | 3Q | SEC ↗ |
| 21 | HUB Investment Partners, LLC | 412,413 | $10M | +6,438 | +1.6% | 2Q | SEC ↗ |
| 22 | Snowden Capital Advisors LLC | 409,600 | $10M | +15,358 | +3.9% | 16Q | SEC ↗ |
| 23 | SHP Wealth Management | 402,531 | $10M | +28,266 | +7.6% | 3Q | SEC ↗ |
| 24 | ARQ WEALTH ADVISORS, LLC | 341,988 | $8M | +123,038 | +56.2% | 10Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 314,224 | $7M | +14,175 | +4.7% | 11Q | SEC ↗ |
| 26 | CreativeOne Wealth, LLC | 311,223 | $7M | -298 | -0.1% | 8Q | SEC ↗ |
| 27 | Ameritas Advisory Services, LLC | 303,003 | $7M | +262,712 | +652.0% | 16Q | SEC ↗ |
| 28 | Arax Advisory Partners | 293,695 | $7M | +69,693 | +31.1% | 3Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 285,468 | $7M | +57,668 | +25.3% | 6Q | SEC ↗ |
| 30 | Equitable Holdings, Inc. | 273,877 | $7M | +44,740 | +19.5% | 14Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 270,393 | $6M | +13,770 | +5.4% | 8Q | SEC ↗ |
| 32 | Cooper Financial Group | 258,359 | $6M | -39,596 | -13.3% | 2Q | SEC ↗ |
| 33 | Archer Investment Corp | 256,019 | $6M | +21,097 | +9.0% | 3Q | SEC ↗ |
| 34 | RiverTree Advisors, LLC | 253,238 | $6M | +41,852 | +19.8% | 10Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 244,991 | $6M | +32,000 | +15.0% | 16Q | SEC ↗ |
| 36 | MML INVESTORS SERVICES, LLC | 231,315 | $5M | +81,380 | +54.3% | 15Q | SEC ↗ |
| 37 | HBW ADVISORY SERVICES LLC | 226,905 | $5M | +7,382 | +3.4% | 4Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 221,026 | $5M | +68,165 | +44.6% | 5Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 219,137 | $5M | +20,782 | +10.5% | 12Q | SEC ↗ |
| 40 | Chicago Partners Investment Group LLC | 214,232 | $5M | +23,661 | +12.4% | 4Q | SEC ↗ |
| 41 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, NEW | 211,875 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ELEVATION WEALTH PARTNERS, LLC | 206,649 | $5M | +424 | +0.2% | 8Q | SEC ↗ |
| 43 | Integrity Wealth Partners, LLC NEW | 205,814 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 44 | INDEPENDENT FINANCIAL GROUP, LLC | 194,932 | $5M | +136,628 | +234.3% | 8Q | SEC ↗ |
| 45 | Ausdal Financial Partners, Inc. | 189,146 | $4M | +11,747 | +6.6% | 13Q | SEC ↗ |
| 46 | RFG Advisory, LLC | 188,692 | $4M | +73,644 | +64.0% | 11Q | SEC ↗ |
| 47 | Perennial Investment Advisors, LLC | 177,809 | $4M | +12,449 | +7.5% | 8Q | SEC ↗ |
| 48 | Mutual Advisors, LLC | 173,534 | $4M | -13,040 | -7.0% | 4Q | SEC ↗ |
| 49 | FIRST TRUST ADVISORS LP | 173,020 | $4M | +9,419 | +5.8% | 5Q | SEC ↗ |
| 50 | HARBOUR INVESTMENTS, INC. | 169,192 | $4M | +10,884 | +6.9% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 211,875 | $5M |
| Integrity Wealth Partners, LLC | 205,814 | $5M |
| Mission Financial Group, LLC | 104,577 | $2M |
| GTS SECURITIES LLC | 37,156 | $883K |
| Vestmark Advisory Solutions, Inc. | 36,353 | $864K |
| ELEVATION POINT WEALTH PARTNERS, LL | 36,353 | $864K |
| PUFF WEALTH MANAGEMENT, LLC | 35,852 | $852K |
| HRT FINANCIAL LP | 32,484 | $772K |
| Scarborough Advisors, LLC | 21,543 | $512K |
| IFG Advisory, LLC | 20,169 | $479K |
| LANGLEY WEALTH MANAGEMENT, LLC | 20,086 | $477K |
| OLD MISSION CAPITAL LLC | 18,478 | $439K |
| Van Diest Capital, LLC | 13,582 | $323K |
| PCG Wealth Advisors, LLC | 13,360 | $318K |
| TrueWealth Advisors, LLC | 11,136 | $265K |
| PFG Investments, LLC | 11,088 | $264K |
| Aurora Private Wealth, Inc. | 10,576 | $251K |
| Total Clarity Wealth Management, In | 10,241 | $243K |
| BlueChip Wealth Advisors LLC | 10,000 | $238K |
| Keystone Financial Group | 9,090 | $216K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 173,772 | $4M |
| Atria Investments, Inc | 100,990 | $2M |
| JANE STREET GROUP, LLC | 81,826 | $2M |
| Mariner, LLC | 50,033 | $1M |
| TFB Advisors LLC | 48,773 | $1M |
| Elequin Capital, LP | 34,384 | $817K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,941 | $664K |
| Quadrature Capital Ltd | 18,084 | $430K |
| INSIGNEO ADVISORY SERVICES, LLC | 14,407 | $342K |
| SEAVIEW INVESTMENT MANAGERS LLC | 14,346 | $341K |
| Orion Porfolio Solutions, LLC | 12,965 | $308K |
| WCG Wealth Advisors LLC | 12,797 | $304K |
| Focus Partners Wealth | 10,490 | $249K |
| Global Assets Advisory, LLC | 8,500 | $202K |
| BANK OF AMERICA CORP /DE | 6,907 | $164K |
| Advisory Services Network, LLC | 6,584 | $157K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,055 | $144K |
| MAI Capital Management | 3,314 | $79K |
| LOWE BROCKENBROUGH & CO INC | 2,000 | $48K |
| Rossby Financial, LCC | 1,273 | $30K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,435,816 | +14.9% | 11,072,185 |
| AMERIPRISE FINANCIAL INC | +1,323,657 | +66.1% | 3,325,004 |
| WELLS FARGO & COMPANY/MN | +760,885 | +11.1% | 7,618,216 |
| RAYMOND JAMES FINANCIAL INC | +515,796 | +13.2% | 4,419,943 |
| Ergawealth Advisors, Inc. | +281,779 | +11.9% | 2,649,267 |
| ROYAL BANK OF CANADA | +274,143 | +10.8% | 2,801,431 |
| Ameritas Advisory Services, LLC | +262,712 | +652.0% | 303,003 |
| CWM, LLC | +202,594 | +30.8% | 861,379 |
| Baird Financial Group, Inc. | +190,463 | +65.2% | 482,564 |
| TWO SIGMA INVESTMENTS, LP | +184,500 | +35.3% | 707,200 |
| INDEPENDENT FINANCIAL GROUP, LLC | +136,628 | +234.3% | 194,932 |
| ARQ WEALTH ADVISORS, LLC | +123,038 | +56.2% | 341,988 |
| OSAIC HOLDINGS, INC. | +122,287 | +28.2% | 556,384 |
| D.A. DAVIDSON & CO. | +115,382 | +3.8% | 3,126,282 |
| Cetera Investment Advisers | +109,605 | +6.0% | 1,925,998 |
| COMMONWEALTH EQUITY SERVICES, LLC | +84,919 | +4.5% | 1,981,125 |
| MML INVESTORS SERVICES, LLC | +81,380 | +54.3% | 231,315 |
| ENVESTNET ASSET MANAGEMENT INC | +79,011 | +2.1% | 3,862,199 |
| RFG Advisory, LLC | +73,644 | +64.0% | 188,692 |
| Janney Montgomery Scott LLC | +71,740 | +10.6% | 750,989 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Strategic Financial Concepts, LLC | -116,055 | -87.5% | 16,642 |
| Cooper Financial Group | -39,596 | -13.3% | 258,359 |
| PRINCIPAL SECURITIES, INC. | -32,227 | -33.9% | 62,967 |
| Merkkuri Wealth Advisors LLC | -22,889 | -15.3% | 126,660 |
| Prospera Financial Services Inc | -21,072 | -12.8% | 143,199 |
| Main Line Retirement Advisors, LLC | -20,900 | -50.0% | 20,900 |
| CITADEL ADVISORS LLC | -18,901 | -43.8% | 24,265 |
| Gateway Wealth Partners, LLC | -18,454 | -30.5% | 42,030 |
| SILVER OAK SECURITIES, INCORPORATED | -17,604 | -40.8% | 25,503 |
| Sequent Planning LLC | -16,821 | -15.5% | 91,757 |
| Mutual Advisors, LLC | -13,040 | -7.0% | 173,534 |
| Richmond Investment Services, LLC | -11,951 | -50.0% | 11,952 |
| &PARTNERS | -11,245 | -7.3% | 143,090 |
| Patriot Financial Group Insurance A | -10,292 | -44.8% | 12,662 |
| FIFTH THIRD BANCORP | -7,727 | -71.3% | 3,112 |
| Core Wealth Partners LLC | -7,155 | -20.8% | 27,178 |
| Integrated Wealth Concepts LLC | -5,428 | -3.6% | 144,902 |
| MORGAN STANLEY | -4,677 | -18.0% | 21,372 |
| Gladstone Institutional Advisory LL | -3,300 | -12.8% | 22,398 |
| PFG Advisors | -3,185 | -21.4% | 11,664 |