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First Trust NASDAQ BuyWrite Income ETF (FTQI) Institutional Ownership

First Trust NASDAQ BuyWrite Income ETF logo
$22.17 -0.04 (-0.18%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust NASDAQ BuyWrite Income ETF (NASDAQ:FTQI)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$68.84M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.88M
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Skip Chart & View Institutional Buying and Selling Data

FTQI Institutional Buying and Selling by Quarter

First Trust NASDAQ BuyWrite Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Key Client Fiduciary Advisors LLC19,170$423K0.1%+11.1%0.046%
7/9/2026 Tactive Advisors LLC26,055$576K0.1%+3.8%0.062%
7/8/2026 TrueWealth Advisors LLC12,078$267K0.1%N/A0.029%
7/7/2026 Avior Wealth Management LLC25,870$571K0.0%-30.5%0.062%
6/18/2026Western Wealth Management LLC14,183$283K0.0%+5.7%0.037%
6/3/2026NewEdge Advisors LLC58,172$1.16M0.0%+10.2%0.153%
5/19/2026Western Wealth Management LLC14,183$283K0.0%+5.7%0.037%
5/19/2026NewEdge Advisors LLC51,988$1.04M0.0%-1.5%0.137%
5/18/2026Royal Bank of Canada52,214$1.04M0.0%+63.0%0.138%
5/16/2026IMG Wealth Management Inc.10,806$215K0.1%+16.2%0.029%
5/15/2026 Gateway Wealth Partners LLC54,486$1.09M0.0%+346.4%0.144%
5/13/2026Cetera Investment Advisers364,351$7.26M0.0%+16.7%0.961%
5/13/2026 Signature Equity Partners LLC14,581$290K0.2%+17.2%0.038%
5/13/2026First Trust Advisors LP93,637$1.87M0.0%+24.5%0.247%
5/7/2026Spartan Wealth Advisory Services LLC513,768$10.23M0.9%N/A1.356%
5/6/2026Oder Investment Management LLC29,629$590K0.5%+9.8%0.078%
5/6/2026 Independent Financial Group LLC25,452$507K0.0%N/A0.067%
5/5/2026 D.A. Davidson & CO.78,850$1.57M0.0%-3.8%0.208%
5/5/2026Geneos Wealth Management Inc.32,327$644K0.0%+271.7%0.085%
5/5/2026Sigma Planning Corp58,591$1.17M0.0%+0.9%0.155%
5/2/2026 International Assets Investment Management LLC119,448$2.40M0.1%+10.8%0.327%
5/1/2026Fifth Third Bancorp6,712$134K0.0%N/A0.018%
4/30/2026 Elevated Capital Advisors LLC43,669$870K0.2%+3.0%0.110%
4/30/2026 Kestra Advisory Services LLC68,795$1.37M0.0%+141.0%0.174%
4/29/2026Integrated Advisors Network LLC33,558$668K0.0%+54.0%0.085%
4/27/2026 PFG Investments LLC22,922$457K0.0%+16.0%0.058%
4/27/2026World Investment Advisors47,755$951K0.0%+1.8%0.121%
4/27/2026 Private Advisor Group LLC199,029$3.97M0.0%-2.0%0.505%
4/23/2026 Apollon Wealth Management LLC18,497$368K0.0%+70.7%0.047%
4/22/2026 Patriot Financial Group Insurance Agency LLC16,958$338K0.0%N/A0.043%
4/22/2026Janney Montgomery Scott LLC199,613$3.98M0.0%+38.9%0.510%
4/21/2026 Wesbanco Bank Inc.28,312$564K0.0%+22.5%0.072%
4/20/2026 Kestra Private Wealth Services LLC19,404$387K0.0%-67.0%0.050%
4/20/2026 RFG Advisory LLC121,423$2.42M0.0%+62.5%0.310%
4/17/2026 PMG Family Office LLC44,561$888K1.0%+66.5%0.115%
4/17/2026 Brookstone Capital Management39,216$781K0.0%+37.7%0.101%
4/16/2026 Tactive Advisors LLC25,094$500K0.1%+2.9%0.065%
4/16/2026Balboa Wealth Partners44,390$884K0.1%+2.7%0.114%
4/15/2026 Nations Financial Group Inc. IA ADV32,921$656K0.0%+10.3%0.084%
3/13/2026World Investment Advisors46,906$977K0.0%+104.9%0.125%
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3/3/2026 NWF Advisory Services Inc.11,000$229K0.0%+11.1%0.029%
2/18/2026NewEdge Advisors LLC52,804$1.10M0.0%-1.9%0.140%
2/18/2026IHT Wealth Management LLC24,191$504K0.0%-56.4%0.064%
2/18/2026 Core Wealth Partners LLC38,809$808K0.4%-7.4%0.103%
2/17/2026Integrated Advisors Network LLC21,794$454K0.0%-7.6%0.058%
2/17/2026Cetera Investment Advisers312,306$6.50M0.0%+7.5%0.831%
2/17/2026 Private Advisor Group LLC203,048$4.23M0.0%+44.9%0.540%
2/17/2026Royal Bank of Canada32,024$667K0.0%N/A0.085%
2/16/2026MML Investors Services LLC66,763$1.39M0.0%+5.3%0.178%
2/16/2026Mariner LLC32,862$684K0.0%+21.2%0.087%
2/16/2026Financial Gravity Asset Management Inc.2,186$46K0.0%-86.5%0.006%
2/16/2026Arax Advisory Partners65,200$1.36M0.0%N/A0.173%
2/13/2026 Kestra Advisory Services LLC28,541$594K0.0%+11.1%0.076%
2/13/2026Stifel Financial Corp114,259$2.38M0.0%+8.2%0.304%
2/13/2026First Trust Advisors LP75,214$1.57M0.0%+72.9%0.200%
2/13/2026Integrated Wealth Concepts LLC173,494$3.61M0.0%-74.5%0.461%
2/13/2026Wells Fargo & Company MN2,011,400$41.88M0.0%+26.2%5.349%
2/13/2026Summit Financial LLC26,596$554K0.0%-3.3%0.071%
2/12/2026Jane Street Group LLC47,940$998K0.0%N/A0.128%
2/12/2026 Commonwealth Equity Services LLC1,137,323$23.68M0.0%+3.1%3.025%
2/12/2026Ankerstar Wealth LLC1,591$33K0.0%N/A0.004%
2/12/2026Oder Investment Management LLC26,977$562K0.4%N/A0.072%
2/12/2026 Wedbush Securities Inc.30,864$643K0.0%-5.3%0.082%
2/11/2026 Gateway Wealth Partners LLC12,206$254K0.0%N/A0.032%
2/11/2026Janney Montgomery Scott LLC143,722$2.99M0.0%+97.1%0.382%
2/11/2026LPL Financial LLC3,185,721$66.33M0.0%+10.7%8.473%
2/10/2026Northwestern Mutual Wealth Management Co.12,107$252K0.0%-5.8%0.032%
2/9/2026Marshall Investment Management LLC21,945$457K0.2%+19.0%0.058%
2/9/2026Harbour Investments Inc.22,224$463K0.0%-9.9%0.059%
2/6/2026 Mach 1 Financial Group LLC15,300$319K0.1%N/A0.041%
2/6/2026 IFP Advisors Inc35,042$730K0.0%+36.5%0.093%
2/5/2026Kapstone Financial Advisors LLC12,050$251K0.1%N/A0.032%
2/5/2026 Cornerstone Wealth Management LLC66,809$1.39M0.1%+26.9%0.178%
2/5/2026Western Wealth Management LLC13,412$279K0.0%+7.4%0.036%
2/4/2026Ameritas Advisory Services LLC24,574$512K0.0%-86.3%0.066%
2/4/2026World Investment Advisors46,906$977K0.0%+104.9%0.126%
2/3/2026 Channel Wealth LLC15,971$333K0.1%-19.3%0.043%
2/3/2026 Wesbanco Bank Inc.23,111$481K0.0%+67.7%0.062%
2/3/2026 International Assets Investment Management LLC107,800$2.24M0.1%+10.6%0.289%
2/3/2026 RFG Advisory LLC74,727$1.56M0.0%+30.8%0.201%
2/2/2026Sun Financial Inc242,631$5.05M2.8%N/A0.651%
1/30/2026Sigma Planning Corp58,097$1.21M0.0%+128.2%0.157%
1/29/2026 D.A. Davidson & CO.81,938$1.71M0.0%+1.0%0.222%
1/29/2026 Kestra Private Wealth Services LLC58,794$1.22M0.0%+19.3%0.160%
1/29/2026Sanctuary Advisors LLC43,690$910K0.0%+22.0%0.119%
1/28/2026Geneos Wealth Management Inc.8,698$181K0.0%N/A0.024%
1/28/2026 Key Client Fiduciary Advisors LLC14,513$302K0.1%-22.5%0.039%
1/27/2026 Novem Group13,915$290K0.0%+5.5%0.038%
1/26/2026 Private Trust Co. NA49,553$1.03M0.1%+4.6%0.134%
1/26/2026 Nations Financial Group Inc. IA ADV29,835$621K0.0%+17.3%0.081%
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1/26/2026 PFG Investments LLC19,764$411K0.0%N/A0.054%
1/23/2026 Fifth Third Securities Inc.450,774$9.39M0.6%-24.3%1.230%
1/22/2026 Apollon Wealth Management LLC10,838$226K0.0%N/A0.030%
1/21/2026 Capital Investment Advisory Services LLC85,764$1.79M0.1%+5.2%0.234%
1/21/2026 Sound Income Strategies LLC2,143$45K0.0%+971.5%0.006%
1/21/2026 Trueblood Wealth Management LLC42,652$888K0.3%+194.3%0.116%
1/21/2026 Sowell Financial Services LLC147,253$3.07M0.1%+2.7%0.402%
1/16/2026Balboa Wealth Partners43,210$900K0.1%-10.2%0.118%
1/15/2026 Brookstone Capital Management28,481$593K0.0%N/A0.078%
1/15/2026 RiverTree Advisors LLC133,992$2.79M1.8%+0.5%0.367%


FTQI Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 institutional investors and hedge funds held shares of First Trust NASDAQ BuyWrite Income ETF. The most heavily invested institutionals were LPL Financial LLC ($66.33M), Wells Fargo & Company MN ($41.88M), Commonwealth Equity Services LLC ($23.68M), Spartan Wealth Advisory Services LLC ($10.23M), Fifth Third Securities Inc. ($9.39M), Cetera Investment Advisers ($7.26M), and Snowden Capital Advisors LLC ($5.20M).Learn more on First Trust NASDAQ BuyWrite Income ETF's institutional investors.

Of the 112 institutional investors that purchased First Trust NASDAQ BuyWrite Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.12M), Commonwealth Equity Services LLC ($650.88K), Spartan Wealth Advisory Services LLC ($513.77K), Wells Fargo & Company MN ($417.52K), Fifth Third Securities Inc. ($388.32K), Sun Financial Inc ($242.63K), and Cetera Investment Advisers ($139.36K).

Institutional investors have bought a total of 3,364,522 shares in the last 24 months. This purchase volume represents approximately $68.84M in transactions.

Of the 28 institutional investors that sold First Trust NASDAQ BuyWrite Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($506.42K), Ameritas Advisory Services LLC ($248.15K), Fifth Third Securities Inc. ($144.62K), Kestra Private Wealth Services LLC ($39.39K), IHT Wealth Management LLC ($31.29K), Mariner LLC ($15.30K), and Dunhill Financial LLC ($14.11K).

Institutional investors have sold a total of 1,102,160 shares in the last 24 months. This volume of shares sold represents approximately $22.88M in transactions.


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This page (NASDAQ:FTQI) was last updated on 8/5/2026 by MarketBeat.com Staff.
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