Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

FTHI

First Trust BuyWrite Income ETF · Financial Services · Asset Management - Income

23.84 +0.3% mkt cap $2.37B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
27Tracked holders
0Δ holders
32.06MShares held
$757.31MReported value
+0New positions
−0Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 32 +1 41.13M $980.90M +3 −2
Q1 2026 32 +5 36.74M $843.26M +8 −3
Q4 2025 27 0 32.06M $757.31M
Q3 2025 4 -1 87.06K $2.06M −1
Q2 2025 3 +2 495.47K $11.32M +2
Q1 2025 1 0 22.74K $497,075 +1 −1
Q4 2024 1 +1 12.38K $287,990 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 9.02M $213.01M 0.1% n/c 1 SEC ↗
2 Wells Fargo & Company/Mn 6.44M $152.23M 0.0% n/c 1 SEC ↗
3 Wells Fargo & Company/Mn 6.44M $152.23M 0.0% n/c 1 SEC ↗
4 Envestnet Asset Management Inc 3.48M $82.31M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 3.19M $75.31M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 3.19M $75.31M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 3.19M $75.31M 0.0% n/c 1 SEC ↗
8 Royal Bank Of Canada 2.07M $48.91M 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 2.07M $48.91M 0.0% n/c 1 SEC ↗
10 Commonwealth Equity Services, Llc 1.76M $41.47M 0.1% n/c 1 SEC ↗
11 Cetera Investment Advisers 1.39M $32.71M 0.0% n/c 1 SEC ↗
12 Ameriprise Financial Inc 1.01M $23.79M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 1.01M $23.79M 0.0% n/c 1 SEC ↗
14 Cwm, Llc 658.78K $15.56M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 586.69K $13.86M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 586.69K $13.86M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 580.85K $13.72M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 580.85K $13.72M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 580.85K $13.72M 0.0% n/c 1 SEC ↗
20 Northwestern Mutual Wealth… 284.42K $6.72M 0.0% n/c 1 SEC ↗
21 Rockefeller Capital Management L.P. 256.67K $6.06M 0.0% n/c 1 SEC ↗
22 Mml Investors Services, Llc 248.84K $5.88M 0.0% n/c 1 SEC ↗
23 Wealth Enhancement Advisory… 245.03K $5.85M 0.0% n/c 1 SEC ↗
24 Truist Financial Corp 175.17K $4.14M 0.0% n/c 1 SEC ↗
25 Mariner, LLC 160.76K $3.80M 0.0% n/c 1 SEC ↗
26 Mariner, LLC 160.76K $3.80M 0.0% n/c 1 SEC ↗
27 First Trust Advisors Lp 128.05K $3.02M 0.0% n/c 1 SEC ↗
28 Us Bancorp \De\ 105.11K $2.48M 0.0% n/c 1 SEC ↗
29 Us Bancorp \De\ 105.11K $2.48M 0.0% n/c 1 SEC ↗
30 Susquehanna International Group, Llp 92.74K $2.19M 0.0% n/c 1 SEC ↗
31 Jane Street Group, Llc 81.83K $1.93M 0.0% n/c 1 SEC ↗
32 Citadel Advisors 29.95K -15.4% $707,301 0.0% ▼ Trim 3 SEC ↗
33 Morgan Stanley 27.62K 0.0% $652,467 0.0% ▼ Trim 2 SEC ↗
34 Morgan Stanley 27.62K 0.0% $652,467 0.0% ▼ Trim 2 SEC ↗
35 Morgan Stanley 27.62K 0.0% $652,467 0.0% ▼ Trim 2 SEC ↗
36 AQR Capital Management 21.64K -0.7% $511,090 0.0% ▼ Trim 4 SEC ↗
37 Focus Partners Wealth 10.49K $247,774 0.0% n/c 1 SEC ↗
38 Bank Of America Corp /De/ 6.91K $163,143 0.0% n/c 1 SEC ↗
39 JPMorgan Chase 3.48K +55.5% $82,174 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 212 holders, 54.92M shares, $1.23B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API