Security record · archived quarter
FTHI
First Trust BuyWrite Income ETF · Financial Services · Asset Management - Income
32Tracked holders
+5Δ holders
36.74MShares held
$843.26MReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +18.5% ·
share flow +14.6% ·
net new positions +15.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 9.64M | +6.8% | $221.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 6.86M | +6.4% | $157.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 6.86M | +6.4% | $157.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 3.90M | +22.4% | $89.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.90M | +22.4% | $89.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.90M | +22.4% | $89.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 3.78M | +8.6% | $86.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.53M | +22.1% | $58.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 2.00M | +98.7% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 2.00M | +98.7% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.90M | +8.0% | $43.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 1.82M | +31.1% | $41.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 861.38K | +30.8% | $19.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 593.18K | +1.1% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 593.18K | +1.1% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 522.70K | New | $12.00M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 434.10K | -25.3% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 434.10K | -25.3% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 300.05K | +5.5% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 292.10K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 256.62K | 0.0% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 227.80K | +30.1% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 227.80K | +30.1% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 198.35K | -19.1% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | First Trust Advisors Lp | 163.60K | +27.8% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 149.94K | -39.8% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 107.24K | +2.0% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 107.24K | +2.0% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 50.03K | -68.9% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 43.17K | +44.1% | $990,660 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 27.94K | -69.9% | $641,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 26.05K | -5.7% | $597,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 26.05K | -5.7% | $597,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 21.14K | -2.3% | $485,186 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Cerity Partners LLC | 12.94K | New | $296,997 | 0.0% | New | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 12.66K | New | $290,480 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 10.84K | New | $248,757 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.60K | +61.0% | $125,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.60K | +61.0% | $125,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.60K | +61.0% | $125,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.21K | New | $50,653 | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS Group AG | 597 | New | $13,701 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 515 | New | $11,819 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $12.00M | 0.0% |
| Baird Financial Group, Inc. | $6.70M | 0.0% |
| Cerity Partners LLC | $296,997 | 0.0% |
| HighTower Advisors, LLC | $290,480 | 0.0% |
| Fifth Third Bancorp | $248,757 | 0.0% |
| Bank Of Montreal /Can/ | $50,653 | 0.0% |
| UBS Group AG | $13,701 | 0.0% |
| Assetmark, Inc | $11,819 | 0.0% |
Exited
| Jane Street Group, Llc | $1.93M | was 0.0% |
| Focus Partners Wealth | $247,774 | was 0.0% |
| Bank Of America Corp /De/ | $163,143 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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