First Trust NASDAQ BuyWrite Income ETF (FTQI) Institutional Ownership

$20.53
+0.01 (+0.05%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ BuyWrite Income ETF (NASDAQ:FTQI)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$23.27M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.86M
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FTQI Institutional Buying and Selling by Quarter

First Trust NASDAQ BuyWrite Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Owen LaRue LLC12,668$260K0.2%-65.2%0.087%
5/8/2024 Avantax Advisory Services Inc.57,157$1.17M0.0%+330.3%0.380%
5/6/2024 Envestnet Portfolio Solutions Inc.10,040$206K0.0%N/A0.069%
5/1/2024 Concourse Financial Group Securities Inc.10,659$219K0.0%+17.6%0.076%
4/30/2024 Private Advisor Group LLC105,047$2.16M0.0%-0.9%0.750%
4/25/2024 Capital Investment Advisory Services LLC25,665$527K0.1%+38.1%0.186%
4/15/2024 Brookstone Capital Management24,890$511K0.0%N/A0.191%
4/15/2024 Elevated Capital Advisors LLC47,619$978K0.3%+6.1%0.365%
2/9/2024 D.A. Davidson & CO.29,926$593K0.0%N/A0.361%
2/7/2024 Avantax Advisory Services Inc.13,282$263K0.0%N/A0.160%
2/7/2024 Concourse Financial Group Securities Inc.9,062$180K0.0%-42.8%0.109%
2/5/2024 Mach 1 Financial Group LLC16,555$328K0.1%-8.1%0.199%
2/2/2024 Truist Financial Corp21,952$435K0.0%N/A0.264%
2/1/2024 Significant Wealth Partners LLC106,135$2.10M1.5%N/A1.387%
2/1/2024 Capital Investment Advisory Services LLC18,584$368K0.0%+64.3%0.243%
2/1/2024 CWM LLC22,724$450K0.0%+124.9%0.297%
1/24/2024 Sowell Financial Services LLC79,467$1.58M0.1%-1.0%1.096%
1/9/2024 Elevated Capital Advisors LLC44,875$889K0.3%+4.5%0.646%
1/8/2024 Channel Wealth LLC18,380$364K0.2%N/A0.264%
11/16/2023 Owen LaRue LLC35,163$664K0.7%+49.6%0.670%
11/16/2023Harbour Investments Inc.233,262$4.40M0.2%+25.9%4.443%
11/15/2023 Integrated Wealth Concepts LLC573,581$10.82M0.2%-4.1%10.925%
11/13/2023 LPL Financial LLC686,998$12.96M0.0%+104.1%13.086%
11/13/2023 Kestra Advisory Services LLC13,812$261K0.0%N/A0.263%
11/7/2023Cape Investment Advisory Inc.1,500$28K0.0%N/A0.029%
11/3/2023 Private Advisor Group LLC106,221$2.00M0.0%-3.5%2.023%
11/2/2023 Capital Investment Advisory Services LLC11,310$213K0.0%+4.9%0.215%
10/24/2023 Cambridge Investment Research Advisors Inc.15,628$295K0.0%+29.2%0.309%
10/23/2023Commonwealth Equity Services LLC12,981$245K0.0%N/A0.257%
10/17/2023 Mach 1 Financial Group LLC18,018$340K0.1%N/A0.383%
10/17/2023 Elevated Capital Advisors LLC42,954$811K0.3%+3.9%0.914%
10/12/2023IFP Advisors Inc2,050$39K0.0%N/A0.044%
10/11/2023 CWM LLC10,106$191K0.0%+534.8%0.222%
8/18/2023 Elevated Capital Advisors LLC41,322$818K0.3%N/A1.377%
8/14/2023 Sowell Financial Services LLC80,470$1.59M0.1%-19.8%2.682%
8/10/2023 Owen LaRue LLC23,505$467K0.5%N/A0.784%
8/10/2023 Private Advisor Group LLC110,108$2.18M0.0%+0.8%3.670%
8/8/2023Prospera Financial Services Inc192,036$3.80M0.1%N/A6.401%
8/3/2023 CWM LLC1,592$32K0.0%N/A0.053%
7/31/2023 LPL Financial LLC336,603$6.67M0.0%+87.7%11.410%
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7/31/2023 Avaii Wealth Management LLC60,922$1.21M0.9%-5.3%2.065%
7/28/2023 Capital Investment Advisory Services LLC10,780$214K0.0%+17.4%0.365%
7/17/2023 GPS Wealth Strategies Group LLC2,073$41K0.0%+96.5%0.074%
7/13/2023 Cambridge Investment Research Advisors Inc.12,093$240K0.0%-42.8%0.432%
5/10/2023 Private Advisor Group LLC109,257$2.12M0.0%N/A7.049%
5/10/2023 LPL Financial LLC179,330$3.47M0.0%+25.1%11.570%
5/9/2023 Spire Wealth Management1,300$25K0.0%N/A0.084%
4/28/2023 Ameritas Advisory Services LLC69,033$1.33M0.1%+37.1%4.454%
4/21/2023 Capital Investment Advisory Services LLC9,183$178K0.0%+45.6%0.592%
3/6/2023 Rockefeller Capital Management L.P.329,901$5.95M0.0%N/A21.993%
3/6/2023 OLD Mission Capital LLC33,533$605K0.0%N/A2.236%
2/14/2023Laurel Wealth Advisors Inc.539,912$9.74M1.0%+85.6%35.994%
2/13/2023 GeoWealth Management LLC10,220$184K0.0%N/A0.681%
2/10/2023 Ameritas Advisory Services LLC50,368$909K0.0%+15.7%3.358%
2/9/2023 Sowell Financial Services LLC73,061$1.32M0.1%+13.6%4.871%
2/7/2023 LPL Financial LLC143,300$2.59M0.0%+53.6%9.553%
2/3/2023 Capital Investment Advisory Services LLC6,309$114K0.0%N/A0.421%
1/25/2023 Avaii Wealth Management LLC64,342$1.16M1.0%+3.1%4.289%
1/18/2023 Private Advisor Group LLC108,280$1.95M0.0%N/A6.016%
11/15/2022 Sowell Financial Services LLC64,309$1.16M0.1%N/A3.898%
(Data available from 1/1/2016 forward)

FTQI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTQI shares?

During the previous two years, 32 institutional investors and hedge funds held shares of First Trust NASDAQ BuyWrite Income ETF. The most heavily invested institutionals were LPL Financial LLC ($12.96M), Integrated Wealth Concepts LLC ($10.82M), Laurel Wealth Advisors Inc. ($9.74M), Rockefeller Capital Management L.P. ($5.95M), Harbour Investments Inc. ($4.40M), Prospera Financial Services Inc ($3.80M), and Private Advisor Group LLC ($2.16M).Learn more on FTQI's institutional investors.

Which institutional investors have been buying First Trust NASDAQ BuyWrite Income ETF stock?

Of the 31 institutional investors that purchased First Trust NASDAQ BuyWrite Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($593.70K), Rockefeller Capital Management L.P. ($329.90K), Laurel Wealth Advisors Inc. ($249.03K), Private Advisor Group LLC ($218.39K), Prospera Financial Services Inc ($192.04K), Significant Wealth Partners LLC ($106.14K), and Sowell Financial Services LLC ($73.06K).

How much institutional buying is happening at First Trust NASDAQ BuyWrite Income ETF?

Institutional investors have bought a total of 2,230,760 shares in the last 24 months. This purchase volume represents approximately $42.20M in transactions.

Which First Trust NASDAQ BuyWrite Income ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust NASDAQ BuyWrite Income ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($24.52K), Owen LaRue LLC ($23.70K), Sowell Financial Services LLC ($20.68K), Cambridge Investment Research Advisors Inc. ($9.04K), Concourse Financial Group Securities Inc. ($6.79K), Private Advisor Group LLC ($4.84K), and Avaii Wealth Management LLC ($3.41K).

How much institutional selling is happening at First Trust NASDAQ BuyWrite Income ETF?

Institutional investors have sold a total of 94,438 shares in the last 24 months. This volume of shares sold represents approximately $1.86M in transactions.


This page (NASDAQ:FTQI) was last updated on 5/18/2024 by MarketBeat.com Staff

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