FIRST TRUST NASDAQ BUYWRITE FTQI
$21.95
-0.5% 52w: $16.95 – $22.09
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data16.9519.5222.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
103
-3 QoQ
13F value
$262.9M
-7.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTQI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.6M | $71.2M | 0.0% | +12.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.5M | $48.9M | 0.0% | +22.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 650.4K | $13.0M | 0.1% | +274.9% |
| Spartan Wealth Advisory Services LLC | Other | 513.8K | $10.2M | 0.9% | — |
| Snowden Capital Advisors LLC | Diversified mechanical | 483.8K | $9.6M | 0.3% | +9.5% |
| Fifth Third Securities, Inc. | Wealth advisor | 481.3K | $9.6M | 0.6% | +6.8% |
| Cetera Investment Advisers | Wealth advisor | 364.4K | $7.3M | 0.0% | +16.7% |
| Sun Financial Inc | Wealth advisor | 245.9K | $5.3M | 2.7% | +1.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 248.0K | $4.9M | 0.0% | +21.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 225.0K | $4.5M | 0.0% | -80.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 199.6K | $4.0M | 0.0% | +38.9% |
| Private Advisor Group, LLC | Wealth advisor | 199.0K | $4.0M | 0.0% | -2.0% |
| Sowell Financial Services LLC | Wealth advisor | 172.4K | $3.4M | 0.1% | +17.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 170.6K | $3.4M | 0.0% | +28.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 161.3K | $3.2M | 0.0% | +11.3% |
| RiverTree Advisors, LLC | Wealth advisor | 154.9K | $3.1M | 2.0% | +15.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 124.0K | $2.5M | 0.0% | +8.5% |
| RFG Advisory, LLC | Wealth advisor | 121.4K | $2.4M | 0.0% | +62.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 119.4K | $2.4M | 0.2% | +10.8% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 117.0K | $2.3M | 0.0% | +19.2% |
| FIRST TRUST ADVISORS LP | Index provider | 93.6K | $1.9M | 0.0% | +24.5% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 90.5K | $1.8M | 0.1% | +5.5% |
| Significant Wealth Partners LLC | Other | 88.8K | $1.8M | 2.2% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 78.8K | $1.6M | 0.0% | -3.8% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 77.2K | $1.5M | 0.1% | +15.5% |
| Anchor Capital Management Group Inc | Wealth advisor | 74.0K | $1.5M | 1.0% | Held |
| Arax Advisory Partners | Wealth advisor | 69.2K | $1.4M | 0.0% | +6.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 68.8K | $1.4M | 0.0% | +141.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 64.2K | $1.3M | 0.0% | -3.8% |
| Sigma Planning Corp | Wealth advisor | 58.6K | $1.2M | 0.0% | +0.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 58.2K | $1.2M | 0.0% | +10.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 54.5K | $1.1M | 0.0% | +346.4% |
| Trueblood Wealth Management, LLC | Other | 53.9K | $1.1M | 0.4% | +26.4% |
| PRIVATE TRUST CO NA | Diversified mechanical | 50.8K | $1.0M | 0.1% | +2.5% |
| ROYAL BANK OF CANADA | Bank broker | 52.2K | $1.0M | 0.0% | +63.0% |
| World Investment Advisors | Wealth advisor | 47.8K | $951K | 0.0% | +1.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 45.6K | $909K | 0.0% | +72.1% |
| PMG Family Office LLC | Other | 44.6K | $888K | 1.0% | +66.5% |
| Balboa Wealth Partners | Other | 44.4K | $884K | 0.1% | +2.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 43.9K | $874K | 0.0% | +97.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 43.8K | $872K | 0.0% | +0.2% |
| Elevated Capital Advisors, LLC | Wealth advisor | 43.7K | $870K | 0.2% | +3.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 39.7K | $790K | 0.0% | -23.7% |
| Brookstone Capital Management | Wealth advisor | 39.2K | $781K | 0.0% | +37.7% |
| Core Wealth Partners LLC | Other | 37.8K | $753K | 0.4% | -2.5% |
| Avior Wealth Management, LLC | Wealth advisor | 37.2K | $742K | 0.0% | +75.3% |
| Integrated Advisors Network LLC | Wealth advisor | 33.6K | $668K | 0.0% | +54.0% |
| CWM, LLC | Wealth advisor | 33.4K | $666K | 0.0% | -17.3% |
| IHT Wealth Management, LLC | Wealth advisor | 33.0K | $657K | 0.0% | +36.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 32.9K | $656K | 0.0% | +10.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.