FTQI Institutional Ownership
First Trust Nasdaq BuyWrite Income ETF
1W: +0.3%
1M: +1.7%
3M: +0.5%
YTD: +9.3%
1Y: +12.5%
3Y: +57.1%
5Y: +66.1%
$22.29
+0.09 (+0.41%)
Weekly Expected Move ±1.4%
$22
$22
$22
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FTQI
119
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
346M
Total Invested
19
New Positions
60
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,205,847 | 94M | +629,766 | +17.6% | 37Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 2,834,940 | 63M | +381,036 | +15.5% | 15Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 683,933 | 15M | +33,575 | +5.2% | 13Q | SEC ↗ |
| 4 | Fifth Third Securities, Inc. | 559,900 | 12M | +78,598 | +16.3% | 9Q | SEC ↗ |
| 5 | Spartan Wealth Advisory Services LLC | 508,242 | 11M | -5,526 | -1.1% | 2Q | SEC ↗ |
| 6 | Snowden Capital Advisors LLC | 499,200 | 11M | +15,389 | +3.2% | 12Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 445,942 | 10M | +81,591 | +22.4% | 11Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 315,871 | 7M | +90,843 | +40.4% | 12Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP NEW | 280,300 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Sun Financial Inc | 266,320 | 6M | +20,370 | +8.3% | 3Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 237,533 | 5M | +37,920 | +19.0% | 4Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 234,852 | 5M | +64,213 | +37.6% | 13Q | SEC ↗ |
| 13 | Ameritas Advisory Services, LLC | 221,703 | 5M | +196,637 | +784.5% | 12Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 186,185 | 4M | -61,847 | -24.9% | 26Q | SEC ↗ |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | 182,367 | 4M | +142,715 | +359.9% | 10Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 179,773 | 4M | +127,559 | +244.3% | 3Q | SEC ↗ |
| 17 | RiverTree Advisors, LLC | 174,311 | 4M | +19,395 | +12.5% | 6Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 171,497 | 4M | +10,210 | +6.3% | 14Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 154,099 | 3M | -44,930 | -22.6% | 28Q | SEC ↗ |
| 20 | Sowell Financial Services LLC | 153,648 | 3M | -18,763 | -10.9% | 18Q | SEC ↗ |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 150,391 | 3M | +30,943 | +25.9% | 7Q | SEC ↗ |
| 22 | RFG Advisory, LLC | 146,406 | 3M | +24,983 | +20.6% | 4Q | SEC ↗ |
| 23 | Concurrent Investment Advisors, LLC | 132,286 | 3M | +15,265 | +13.0% | 6Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 131,886 | 3M | +7,869 | +6.3% | 9Q | SEC ↗ |
| 25 | Arax Advisory Partners | 113,089 | 3M | +43,856 | +63.3% | 3Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC NEW | 108,164 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | FIRST TRUST ADVISORS LP | 99,030 | 2M | +5,393 | +5.8% | 5Q | SEC ↗ |
| 28 | Capital Investment Advisory Services, | 90,466 | 2M | +4 | +0.0% | 17Q | SEC ↗ |
| 29 | Significant Wealth Partners LLC | 90,151 | 2M | +1,362 | +1.5% | 2Q | SEC ↗ |
| 30 | Cornerstone Wealth Management, LLC | 88,402 | 2M | +11,216 | +14.5% | 6Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 87,925 | 2M | +19,130 | +27.8% | 12Q | SEC ↗ |
| 32 | D.A. DAVIDSON & CO. | 80,610 | 2M | +1,760 | +2.2% | 11Q | SEC ↗ |
| 33 | Anchor Capital Management Group Inc | 74,000 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 73,721 | 2M | +9,486 | +14.8% | 11Q | SEC ↗ |
| 35 | Advisor OS, LLC NEW | 72,240 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | HighTower Advisors, LLC NEW | 69,958 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 68,108 | 2M | +9,936 | +17.1% | 15Q | SEC ↗ |
| 38 | Sigma Planning Corp | 67,058 | 1M | +8,467 | +14.5% | 4Q | SEC ↗ |
| 39 | Trueblood Wealth Management, LLC | 63,048 | 1M | +9,140 | +17.0% | 4Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 56,769 | 1M | +12,885 | +29.4% | 13Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,283 | 1M | +38,556 | +261.8% | 3Q | SEC ↗ |
| 42 | Sanctuary Advisors, LLC | 52,525 | 1M | +8,726 | +19.9% | 8Q | SEC ↗ |
| 43 | World Investment Advisors | 52,375 | 1M | +4,620 | +9.7% | 12Q | SEC ↗ |
| 44 | PRIVATE TRUST CO NA | 51,947 | 1M | +1,150 | +2.3% | 7Q | SEC ↗ |
| 45 | WESBANCO BANK INC | 51,482 | 1M | +23,170 | +81.8% | 4Q | SEC ↗ |
| 46 | MARSHALL INVESTMENT MANAGEMENT, LLC | 48,621 | 1M | +22,155 | +83.7% | 4Q | SEC ↗ |
| 47 | PMG Family Office LLC | 47,665 | 1M | +3,104 | +7.0% | 4Q | SEC ↗ |
| 48 | Kingsview Wealth Management, LLC | 47,356 | 1M | +16,572 | +53.8% | 2Q | SEC ↗ |
| 49 | OneDigital Investment Advisors LLC | 45,637 | 1M | — | +0.0% | 13Q | SEC ↗ |
| 50 | Geneos Wealth Management Inc. | 45,583 | 1M | +13,256 | +41.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 280,300 | 6M |
| JANE STREET GROUP, LLC | 108,164 | 2M |
| Advisor OS, LLC | 72,240 | 2M |
| HighTower Advisors, LLC | 69,958 | 2M |
| Kovack Advisors, Inc. | 21,213 | 473K |
| TRUIST FINANCIAL CORP | 20,529 | 458K |
| Asset Allocation Strategies LLC | 13,967 | 311K |
| PCG Wealth Advisors, LLC | 13,690 | 305K |
| TrueWealth Advisors, LLC | 12,078 | 269K |
| PRINCIPAL SECURITIES, INC. | 11,137 | 248K |
| Owen LaRue, LLC | 9,902 | 221K |
| Focus Partners Wealth | 9,870 | 220K |
| Transamerica Financial Advisors, LL | 4,983 | 111K |
| Global Retirement Partners, LLC | 1,818 | 41K |
| Cape Investment Advisory, Inc. | 374 | 8K |
| JONES FINANCIAL COMPANIES LLLP | 292 | 7K |
| Elequin Capital, LP | 292 | 7K |
| UBS Group AG | 267 | 6K |
| Key Capital Management, INC | 200 | 4K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hansen & Associates Financial Group | 698,695 | 16M |
| TrueMark Investments, LLC | 57,073 | 1M |
| Signal Advisors Wealth, LLC | 32,195 | 718K |
| Mariner, LLC | 30,541 | 681K |
| Summit Financial, LLC | 26,596 | 593K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19,404 | 433K |
| BlueChip Wealth Advisors LLC | 16,886 | 376K |
| CHANNEL WEALTH LLC | 15,971 | 356K |
| JPMORGAN CHASE & CO | 10,000 | 223K |
| Advisory Services Network, LLC | 5,003 | 112K |
| Sound Income Strategies, LLC | 2,143 | 48K |
| Rossby Financial, LCC | 969 | 22K |
| HIGHLINE WEALTH PARTNERS LLC | 150 | 3K |
| Essential Partners LLC | 59 | 1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -61,847 | -24.9% | 186,185 |
| Private Advisor Group, LLC | -44,930 | -22.6% | 154,099 |
| Sowell Financial Services LLC | -18,763 | -10.9% | 153,648 |
| Avior Wealth Management, LLC | -11,365 | -30.5% | 25,870 |
| Gateway Wealth Partners, LLC | -10,589 | -19.4% | 43,897 |
| Core Wealth Partners LLC | -9,768 | -25.8% | 28,054 |
| CWM, LLC | -7,012 | -17.3% | 33,431 |
| Patriot Financial Group Insurance A | -6,387 | -37.7% | 10,571 |
| Integrated Advisors Network LLC | -5,962 | -17.8% | 27,596 |
| Spartan Wealth Advisory Services LL | -5,526 | -1.1% | 508,242 |
| Ausdal Financial Partners, Inc. | -3,342 | -18.3% | 14,956 |
| IFP Advisors, Inc | -3,145 | -10.8% | 25,915 |
| Mach-1 Financial Group, LLC | -1,804 | -11.8% | 13,539 |
| Financial Gravity Asset Management, | -1,605 | -73.4% | 581 |
| MORGAN STANLEY | -474 | -10.4% | 4,084 |
| B. Riley Wealth Advisors, Inc. | -474 | -2.7% | 17,144 |
| Balboa Wealth Partners | -154 | -0.3% | 44,236 |
| Signature Equity Partners, LLC | -129 | -0.9% | 14,452 |
| Ankerstar Wealth, LLC | -43 | -2.7% | 1,548 |
| SBI Securities Co., Ltd. | -41 | -8.0% | 471 |