Vault-13

FIRST TR EXCHANGE TRADED FD FTHI

BUYWRIT INCM ETF · ETP · CUSIP 33738R308

207 institutional holders +24 vs Q3 2025
47,966,26348.0m shares reported held*
$1.1bnreported value*
26 new 110 added 45 reduced 14 sold out net bought ≈ $171.3m (+7.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.62.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 46Q4 22: 51Q1 23: 63Q2 23: 69Q3 23: 78Q4 23: 97Q1 24: 101Q2 24: 112Q3 24: 128Q4 24: 152Q1 25: 160Q2 25: 169Q3 25: 183Q4 25: 207207Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202246
Q4 202251
Q1 202363
Q2 202369
Q3 202378
Q4 202397
Q1 2024101
Q2 2024112
Q3 2024128
Q4 2024152
Q1 2025160
Q2 2025169
Q3 2025183
Q4 2025207

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 72 bought or addedQ1 24: 27 cut or sold outQ2 24: 77 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 93 bought or addedQ3 24: 32 cut or sold outQ4 24: 104 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 117 bought or addedQ1 25: 39 cut or sold outQ2 25: 108 bought or addedQ2 25: 65 cut or sold outQ2 25Q3 25: 123 bought or addedQ3 25: 56 cut or sold outQ4 25: 136 bought or addedQ4 25: 59 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247227
Q2 20247729
Q3 20249332
Q4 202410436
Q1 202511739
Q2 202510865
Q3 202512356
Q4 202513659

Biggest buyers

LPL Financial LLC Added +1,478,322+1.5m
ROYAL BANK OF CANADA Added +1,225,201+1.2m
Ergawealth Advisors, Inc. Added +976,948+976.9k
WELLS FARGO & COMPANY/MN Added +626,512+626.5k
AMERIPRISE FINANCIAL INC Added +478,807+478.8k
RAYMOND JAMES FINANCIAL INC Added +423,511+423.5k
ENVESTNET ASSET MANAGEMENT INC Added +236,053+236.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +209,958+210.0k
Cetera Investment Advisers Added +193,961+194.0k
D.A. DAVIDSON & CO. Added +180,961+181.0k

Biggest sellers

HUB Investment Partners, LLC Sold out -363,278-363.3k
Ameritas Advisory Services, LLC Reduced -201,555-201.6k
Janney Montgomery Scott LLC Reduced -106,366-106.4k
Cambridge Investment Research Advisors, Inc. Reduced -99,144-99.1k
STIFEL FINANCIAL CORP Reduced -31,854-31.9k
JANE STREET GROUP, LLC Reduced -25,927-25.9k
Sanctuary Advisors, LLC Reduced -23,087-23.1k
BANK OF AMERICA CORP /DE/ Reduced -21,632-21.6k
Tactive Advisors, LLC Sold out -16,090-16.1k
IHT Wealth Management, LLC Reduced -15,636-15.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.0 pts · filed 2026-10-14 15.7% -1.0 pts 16.8m≈ $401.4m 2026-10-14

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 9,018,3539.0m $213.0m $213.0m 0.06% Added +1.5m +1,478,322
2 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 6,444,7776.4m $152.2m $152.2m 0.03% Added +626.5k +626,512
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 3,484,8683.5m $82.3m $82.3m 0.02% Added +236.1k +236,053
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,188,3363.2m $75.3m $75.3m 0.02% Added +423.5k +423,511
5 D.A. DAVIDSON & CO. 0.41% of their portfolio GREAT FALLS, MT 2,804,8282.8m $66.3m $66.3m 0.41% Added +181.0k +180,961
6 Ergawealth Advisors, Inc. 22.79% of their portfolio OAK BROOK, IL 2,097,3582.1m $49.5m $49.5m 22.79% Added +976.9k +976,948
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,070,5862.1m $48.9m $48.9m 0.01% Added +1.2m +1,225,201
8 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,755,5051.8m $41.5m $41.5m 0.06% Added +210.0k +209,958
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,385,0271.4m $32.7m $32.7m 0.04% Added +194.0k +193,961
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,007,2221.0m $23.8m $23.8m 0.01% Added +478.8k +478,807
11 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 661,602661.6k $15.6m $15.6m 0.04% Reduced -106.4k -106,366
12 CWM, LLC 0.04% of their portfolio OMAHA, NE 658,785658.8k $15.6m $15.6m 0.04% Added +128.4k +128,379
13 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 586,689586.7k $13.9m $13.9m 0.01% Reduced -31.9k -31,854
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 580,849580.8k $13.7m $13.7m 0.02% Added +155.1k +155,055
15 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 485,371485.4k $11.5m $11.5m 0.03% Reduced -99.1k -99,144
16 MJP ASSOCIATES INC /ADV 1.35% of their portfolio FARMINGTON, CT 457,777457.8k $10.8m $10.8m 1.35% Added +82.4k +82,436
17 Advisor OS, LLC 0.87% of their portfolio CHICAGO, IL 457,777457.8k $10.8m $10.8m 0.87% Added +52.7k +52,675
18 Sun Financial Inc 4.88% of their portfolio MIDVALE, UT 370,714370.7k $8.8m $8.8m 4.88% First filing
19 Snowden Capital Advisors LLC 0.22% of their portfolio New York, NY 361,857361.9k $8.5m $8.5m 0.22% Added +95.5k +95,544
20 SHP Wealth Management 0.66% of their portfolio PLYMOUTH, MA 356,613356.6k $8.4m $8.4m 0.66% First filing
21 CreativeOne Wealth, LLC 0.18% of their portfolio OVERLAND PARK, KS 314,425314.4k $7.4m $7.4m 0.18% Added +27.5k +27,530
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 284,415284.4k $6.7m $6.7m 0.00% Added +27.9k +27,933
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 256,666256.7k $6.1m $6.1m 0.01% Added +29.1k +29,072
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 248,840248.8k $5.9m $5.9m 0.01% Added +33.0k +32,996
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 245,025245.0k $5.9m $5.9m 0.01% Added +11.1k +11,098
26 HBW ADVISORY SERVICES LLC 0.56% of their portfolio SIMI VALLEY, CA 217,566217.6k $5.1m $5.1m 0.56% Added +3.7k +3,664
27 ELEVATION WEALTH PARTNERS, LLC 1.67% of their portfolio WALNUT CREEK, CA 200,090200.1k $4.7m $4.7m 1.67% Added +1.3k +1,286
28 ARQ WEALTH ADVISORS, LLC 1.27% of their portfolio SCOTTSDALE, AZ 199,481199.5k $4.7m $4.7m 1.27% Added +6.9k +6,867
29 RiverTree Advisors, LLC 2.95% of their portfolio WINTER PARK, FL 195,631195.6k $4.6m $4.6m 2.95% Reduced -2.4k -2,422
30 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 190,107190.1k $4.5m $4.5m 0.02% Added +71.4k +71,439
31 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 189,910189.9k $4.5m $4.5m 0.11% Added +99.9k +99,910
32 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 187,563187.6k $4.4m $4.4m 0.09% Reduced -550 -550
33 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 186,167186.2k $4.4m $4.4m 0.03% Added +38.1k +38,126
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 175,169175.2k $4.1m $4.1m 0.01% Added +110.0k +110,050
35 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 173,772173.8k $4.1m $4.1m 0.01% Added +99 +99
36 Ausdal Financial Partners, Inc. 0.18% of their portfolio Davenport, IA 167,219167.2k $3.9m $3.9m 0.18% Added +40.9k +40,934
37 Arax Advisory Partners 0.11% of their portfolio NEW YORK, NY 165,708165.7k $3.9m $3.9m 0.11% New
38 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 164,627164.6k $3.9m $3.9m 0.02% Added +18.0k +18,023
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 160,764160.8k $3.8m $3.8m 0.00% Reduced -1.7k -1,680
40 Perennial Investment Advisors, LLC 0.30% of their portfolio Los Angeles, CA 159,499159.5k $3.8m $3.8m 0.30% Added +34.5k +34,473
41 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 151,765151.8k $3.6m $3.6m 0.06% Added +21.8k +21,826
42 Merkkuri Wealth Advisors LLC 2.43% of their portfolio HICKSVILLE, NY 151,316151.3k $3.6m $3.6m 2.43% Added +42.7k +42,715
43 Archer Investment Corp 0.77% of their portfolio Carmel, IN 145,140145.1k $3.4m $3.4m 0.77% New
44 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 142,654142.7k $3.4m $3.4m 0.02% Added +3.6k +3,575
45 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 141,143141.1k $3.3m $3.3m 0.04% Added +55.0k +54,978
46 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 132,028132.0k $3.1m $3.1m 0.04% Reduced -10.4k -10,447
47 Janney Capital Management LLC 0.19% of their portfolio PITTSBURGH, PA 128,233128.2k $3.0m $3.0m 0.19% Reduced -1.1k -1,083
48 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 128,047128.0k $3.0m $3.0m 0.00% Added +54.2k +54,205
49 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 121,434121.4k $2.9m $2.9m 0.03% Added +6.4k +6,352
50 Goldstone Financial Group, LLC 0.31% of their portfolio OAKBROOK TERRACE, IL 117,543117.5k $2.8m $2.8m 0.31% Added +13.5k +13,500
51 Capital Investment Advisory Services, LLC 0.19% of their portfolio RALEIGH, NC 115,424115.4k $2.7m $2.7m 0.19% Added +3.6k +3,616
52 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 109,972110.0k $2.6m $2.6m 0.05% Added +7.7k +7,707
53 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 107,901107.9k $2.5m $2.5m 0.06% Reduced -15.6k -15,636
54 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 105,114105.1k $2.5m $2.5m 0.00% Reduced -7.9k -7,865
55 Strategic Financial Concepts, LLC 2.25% of their portfolio SAN ANTONIO, TX 104,048104.0k $2.5m $2.5m 2.25% New
56 Sequent Planning LLC 0.62% of their portfolio OMAHA, NE 102,372102.4k $2.4m $2.4m 0.62% Added +41.5k +41,549
57 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 100,990101.0k $2.4m $2.4m 0.03% Added +495 +495
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 92,74392.7k $2.2m $2.2m 0.00% Added +79.6k +79,647
59 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 92,17992.2k $2.2m $2.2m 0.03% Reduced -1.3k -1,325
60 DAVIDSON TRUST CO 0.82% of their portfolio SEATTLE, WA 83,52083.5k $2.0m $2.0m 0.82% Reduced -3.1k -3,071
61 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 82,95683.0k $2.0m $2.0m 0.01% Added +37.2k +37,190
62 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 81,85581.9k $1.9m $1.9m 0.04% Reduced -10.7k -10,740
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 81,82681.8k $1.9m $1.9m 0.00% Reduced -25.9k -25,927
64 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 78,14978.1k $1.8m $1.8m 0.03% Added +30.5k +30,540
65 Etesian Wealth Advisors, Inc. 0.56% of their portfolio West Linn, OR 75,82375.8k $1.8m $1.8m 0.56% Reduced -219 -219
66 Avior Wealth Management, LLC 0.06% of their portfolio OMAHA, NE 75,34775.3k $1.8m $1.8m 0.06% Added +5.5k +5,466
67 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 75,20075.2k $1.8m $1.8m 0.03% Reduced -9.4k -9,422
68 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 73,12073.1k $1.7m $1.7m 0.03% Added +21.2k +21,180
69 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 72,56872.6k $1.7m $1.7m 0.04% Added +11.1k +11,083
70 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 70,79170.8k $1.7m $1.7m 0.02% Added +2.0k +2,004
71 Anchor Capital Management Group Inc 0.80% of their portfolio ALISO VIEJO, CA 67,00067.0k $1.6m $1.6m 0.80% Unchanged
72 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 65,47965.5k $1.5m $1.5m 0.01% Added +1.1k +1,148
73 LVZ, Inc. 0.17% of their portfolio Holland, MI 63,60163.6k $1.5m $1.5m 0.17% Added +1.3k +1,277
74 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 62,96763.0k $1.5m $1.5m 0.01% Reduced -4.0k -3,952
75 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 62,30062.3k $1.5m $1.5m 0.07% Added +6.8k +6,800
76 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 60,53960.5k $1.4m $1.4m 0.05% Added +25.2k +25,225
77 Balboa Wealth Partners 0.22% of their portfolio SCOTTSDALE, AZ 57,56057.6k $1.4m $1.4m 0.22% Added +4.6k +4,565
78 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 55,68155.7k $1.3m $1.3m 0.08% Added +3.0k +3,022
79 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% of their portfolio CEDAR RAPIDS, IA 54,87354.9k $1.3m $1.3m 0.07% Added +8.3k +8,280
80 Triumph Capital Management 0.28% of their portfolio DENVER, CO 54,05254.1k $1.3m $1.3m 0.28% New
81 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 53,28653.3k $1.3m $1.3m 0.01% Reduced -947 -947
82 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 52,08352.1k $1.2m $1.2m 0.01% Added +9.1k +9,059
83 American Institute for Advanced Investment Management, LLP 0.81% of their portfolio Scottsdale, AZ 52,00552.0k $1.3m $1.3m 0.81% Added +190 +190
84 Quad-Cities Investment Group, LLC 0.49% of their portfolio DAVENPORT, IA 50,12250.1k $1.2m $1.2m 0.49% Reduced -984 -984
85 TFB Advisors LLC 0.32% of their portfolio OVERLAND PARK, KS 48,77348.8k $1.2m $1.2m 0.32% Unchanged
86 Accel Wealth Management 0.31% of their portfolio WAVERLY, IA 47,60147.6k $1.1m $1.1m 0.31% Reduced -2.1k -2,148
87 Cornerstone Wealth Management, LLC 0.06% of their portfolio ST. PETERS, MO 46,33246.3k $1.1m $1.1m 0.06% Added +7.1k +7,064
88 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 45,95646.0k $1.1m $1.1m 0.01% Reduced -1.1k -1,092
89 Signature Equity Partners, LLC 0.58% of their portfolio COLUMBUS, OH 44,77044.8k $1.1m $1.1m 0.58% First filing
90 Elevation Wealth Management LLC 1.01% of their portfolio EDEN PRAIRIE, MN 44,50444.5k $1.1m $1.1m 1.01% First filing
91 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 43,76143.8k $1.0m $1.0m 0.07% Added +3.5k +3,471
92 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 43,21643.2k $1.0m $1.0m 0.04% Reduced -250 -250
93 PUFF WEALTH MANAGEMENT, LLC 1.29% of their portfolio Haddonfield, NJ 42,03542.0k $998.3k $998.3k 1.29% Reduced -3.4k -3,411
94 Main Line Retirement Advisors, LLC 0.50% of their portfolio WHITEFISH, MT 41,80041.8k $987.3k $987.3k 0.50% Unchanged
95 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 41,45741.5k $979.2k $979.2k 0.07% Added +3.0k +2,960
96 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 40,78440.8k $963.3k $963.3k 0.04% Reduced -201.6k -201,555
97 ARWA LLC 0.55% of their portfolio FORT WORTH, TX 39,74439.7k $938.8k $938.8k 0.55% First filing
98 Fermata Advisors, LLC 0.22% of their portfolio SONOMA, CA 39,41139.4k $930.9k $930.9k 0.22% Added +25 +25
99 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,85537.9k $894.1k $894.1k 0.01% Added +3.8k +3,776
100 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 37,42637.4k $883.8k $883.8k 0.02% Added +15.5k +15,528