Vault-13

FIRST TR EXCHANGE TRADED FD FTHI

BUYWRIT INCM ETF · ETP · CUSIP 33738R308

225 institutional holders +10 vs Q1 2026
61,874,53561.9m shares reported held*
$1.5bnreported value*
24 new 128 added 51 reduced 15 sold out net bought ≈ $198.3m (+8.3m 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 ($11.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.85.

Trends to Q2 2026

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: 207Q1 26: 215Q2 26: 225225Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026215
Q2 2026225

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 146 bought or addedQ1 26: 70 cut or sold outQ2 26: 152 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249332
Q4 202410436
Q1 202511739
Q2 202510865
Q3 202512356
Q4 202513659
Q1 202614670
Q2 202615266

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $277.7kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$277.7k—
Q2 2026$0$0—

Biggest buyers

LPL Financial LLC Added +1,435,816+1.4m
AMERIPRISE FINANCIAL INC Added +1,323,657+1.3m
WELLS FARGO & COMPANY/MN Added +760,885+760.9k
Cambridge Investment Research Advisors, Inc. Added +560,216+560.2k
RAYMOND JAMES FINANCIAL INC Added +515,796+515.8k
Ergawealth Advisors, Inc. Added +281,779+281.8k
Archer Investment Corp Added +277,116+277.1k
ROYAL BANK OF CANADA Added +274,143+274.1k
Ameritas Advisory Services, LLC Added +262,712+262.7k
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. New +211,875+211.9k

Biggest sellers

Strategic Financial Concepts, LLC Reduced -116,055-116.1k
Mariner, LLC Sold out -50,033-50.0k
Cooper Financial Group Reduced -39,596-39.6k
PRINCIPAL SECURITIES, INC. Reduced -32,227-32.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -27,941-27.9k
Merkkuri Wealth Advisors LLC Reduced -22,889-22.9k
Prospera Financial Services Inc Reduced -21,072-21.1k
Main Line Retirement Advisors, LLC Reduced -20,900-20.9k
CITADEL ADVISORS LLC Reduced -18,901-18.9k
Gateway Wealth Partners, LLC Reduced -18,454-18.5k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 11,072,18511.1m $264.1m $264.1m 0.06% Added +1.4m +1,435,816
2 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 7,618,2167.6m $181.7m $181.7m 0.03% Added +760.9k +760,885
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,419,9434.4m $105.4m $105.4m 0.03% Added +515.8k +515,796
4 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 3,862,1993.9m $92.1m $92.1m 0.02% Added +79.0k +79,011
5 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 3,325,0043.3m $79.3m $79.3m 0.02% Added +1.3m +1,323,657
6 D.A. DAVIDSON & CO. 0.41% of their portfolio GREAT FALLS, MT 3,126,2823.1m $74.6m $74.6m 0.41% Added +115.4k +115,382
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,801,4312.8m $66.8m $66.8m 0.01% Added +274.1k +274,143
8 Ergawealth Advisors, Inc. 24.54% of their portfolio OAK BROOK, IL 2,649,2672.6m $63.2m $63.2m 24.54% Added +281.8k +281,779
9 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,981,1252.0m $47.2m $47.2m 0.06% Added +84.9k +84,919
10 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,925,9981.9m $45.9m $45.9m 0.04% Added +109.6k +109,605
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 1,067,6181.1m $25.5m $25.5m 0.03% Added +560.2k +560,216
12 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 750,989751.0k $17.9m $17.9m 0.03% Added +71.7k +71,740
13 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 707,200707.2k $16.9m $16.9m 0.01% Added +184.5k +184,500
14 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 597,670597.7k $14.3m $14.3m 0.01% Added +4.5k +4,490
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 556,384556.4k $13.3m $13.3m 0.02% Added +122.3k +122,287
16 Archer Investment Corp 1.18% of their portfolio Carmel, IN 512,038512.0k $12.2m $12.2m 1.18% Added +277.1k +277,116
17 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 482,564482.6k $11.5m $11.5m 0.02% Added +190.5k +190,463
18 Advisor OS, LLC 0.70% of their portfolio CHICAGO, IL 440,389440.4k $10.5m $10.5m 0.70% Added +29.0k +28,954
19 MJP ASSOCIATES INC /ADV 1.14% of their portfolio FARMINGTON, CT 438,628438.6k $10.5m $10.5m 1.14% Added +29.0k +28,954
20 Sun Financial Inc 4.78% of their portfolio MIDVALE, UT 422,859422.9k $10.1m $10.1m 4.78% Added +21.0k +20,993
21 HUB Investment Partners, LLC 0.18% of their portfolio AUSTIN, TX 412,413412.4k $9.8m $9.8m 0.18% Added +6.4k +6,438
22 Snowden Capital Advisors LLC 0.23% of their portfolio New York, NY 409,600409.6k $9.8m $9.8m 0.23% Added +15.4k +15,358
23 SHP Wealth Management 0.66% of their portfolio PLYMOUTH, MA 402,531402.5k $9.6m $9.6m 0.66% Added +28.3k +28,266
24 ARQ WEALTH ADVISORS, LLC 1.01% of their portfolio SCOTTSDALE, AZ 341,988342.0k $8.2m $8.2m 1.01% Added +123.0k +123,038
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 314,224314.2k $7.5m $7.5m 0.00% Added +14.2k +14,175
26 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 311,223311.2k $7.4m $7.4m 0.16% Reduced -298 -298
27 Ameritas Advisory Services, LLC 0.15% of their portfolio Lincoln, NE 303,003303.0k $7.2m $7.2m 0.15% Added +262.7k +262,712
28 Arax Advisory Partners 0.05% of their portfolio NEW YORK, NY 293,695293.7k $7.0m $7.0m 0.05% Added +69.7k +69,693
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 285,468285.5k $6.8m $6.8m 0.01% Added +57.7k +57,668
30 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 273,877273.9k $6.5m $6.5m 0.04% Added +44.7k +44,740
31 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 270,393270.4k $6.4m $6.4m 0.01% Added +13.8k +13,770
32 Cooper Financial Group 0.51% of their portfolio IRVINE, CA 258,359258.4k $6.2m $6.2m 0.51% Reduced -39.6k -39,596
33 RiverTree Advisors, LLC 3.57% of their portfolio WINTER PARK, FL 253,238253.2k $6.0m $6.0m 3.57% Added +41.9k +41,852
34 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 244,991245.0k $5.8m $5.8m 0.02% Added +32.0k +32,000
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 231,315231.3k $5.5m $5.5m 0.01% Added +81.4k +81,380
36 HBW ADVISORY SERVICES LLC 0.49% of their portfolio SIMI VALLEY, CA 226,905226.9k $5.4m $5.4m 0.49% Added +7.4k +7,382
37 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 221,026221.0k $5.3m $5.3m 0.04% Added +68.2k +68,165
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 219,137219.1k $5.2m $5.2m 0.01% Added +20.8k +20,782
39 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 214,232214.2k $5.1m $5.1m 0.10% Added +23.7k +23,661
40 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.46% of their portfolio SALINE, MI 211,875211.9k $5.1m $5.1m 2.46% New
41 ELEVATION WEALTH PARTNERS, LLC 1.48% of their portfolio WALNUT CREEK, CA 206,649206.6k $4.9m $4.9m 1.48% Added +424 +424
42 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 194,932194.9k $4.6m $4.6m 0.09% Added +136.6k +136,628
43 Ausdal Financial Partners, Inc. 0.18% of their portfolio Davenport, IA 189,146189.1k $4.5m $4.5m 0.18% Added +11.7k +11,747
44 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 188,692188.7k $4.5m $4.5m 0.07% Added +73.6k +73,644
45 Perennial Investment Advisors, LLC 0.28% of their portfolio Los Angeles, CA 177,809177.8k $4.2m $4.2m 0.28% Added +12.4k +12,449
46 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 173,534173.5k $4.1m $4.1m 0.08% Reduced -13.0k -13,040
47 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 173,020173.0k $4.1m $4.1m 0.00% Added +9.4k +9,419
48 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 169,192169.2k $4.0m $4.0m 0.05% Added +10.9k +10,884
49 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 165,981166.0k $4.0m $4.0m 0.03% Added +20.9k +20,942
50 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 163,360163.4k $3.9m $3.9m 0.02% Added +36.1k +36,083
51 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 149,626149.6k $3.6m $3.6m 0.02% Reduced -704 -704
52 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 143,199143.2k $3.4m $3.4m 0.05% Reduced -21.1k -21,072
53 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 143,090143.1k $3.4m $3.4m 0.01% Reduced -11.2k -11,245
54 Legacy Wealth Managment, LLC/ID 1.36% of their portfolio BOISE, ID 137,965138.0k $3.3m $3.3m 1.36% Added +67.4k +67,425
55 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 127,503127.5k $3.0m $3.0m 0.00% Added +20.3k +20,266
56 Merkkuri Wealth Advisors LLC 1.87% of their portfolio HICKSVILLE, NY 126,660126.7k $3.0m $3.0m 1.87% Reduced -22.9k -22,889
57 Capital Investment Advisory Services, LLC 0.18% of their portfolio RALEIGH, NC 124,634124.6k $3.0m $3.0m 0.18% Added +2.0k +2,008
58 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 117,586117.6k $2.8m $2.8m 0.06% Reduced -41 -41
59 ARWA LLC 1.16% of their portfolio FORT WORTH, TX 117,013117.0k $2.8m $2.8m 1.16% Added +41.6k +41,636
60 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 116,025116.0k $2.8m $2.8m 0.06% Added +15.3k +15,322
61 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 111,500111.5k $2.7m $2.7m 0.01% Added +43.1k +43,107
62 Goldstone Financial Group, LLC 0.24% of their portfolio OAKBROOK TERRACE, IL 110,177110.2k $2.6m $2.6m 0.24% Reduced -1.9k -1,895
63 Avior Wealth Management, LLC 0.07% of their portfolio OMAHA, NE 109,429109.4k $2.6m $2.6m 0.07% Added +9.5k +9,522
64 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 108,088108.1k $2.6m $2.6m 0.03% Added +25.8k +25,773
65 Mission Financial Group, LLC 2.07% of their portfolio HONOLULU, HI 104,577104.6k $2.5m $2.5m 2.07% First filing
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 102,951103.0k $2.5m $2.5m 0.01% Added +36.5k +36,525
67 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 96,38596.4k $2.3m $2.3m 0.02% Unchanged
68 KINGSWOOD WEALTH ADVISORS, LLC 0.09% of their portfolio SAN DIEGO, CA 92,82392.8k $2.2m $2.2m 0.09% Added +16.0k +16,033
69 Sequent Planning LLC 0.47% of their portfolio OMAHA, NE 91,75791.8k $2.2m $2.2m 0.47% Reduced -16.8k -16,821
70 Etesian Wealth Advisors, Inc. 0.64% of their portfolio West Linn, OR 90,72090.7k $2.2m $2.2m 0.64% Added +1.6k +1,574
71 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 85,47285.5k $2.0m $2.0m 0.02% Added +4.8k +4,770
72 DAVIDSON TRUST CO 0.77% of their portfolio SEATTLE, WA 82,67182.7k $2.0m $2.0m 0.77% Reduced -2.6k -2,650
73 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 73,11473.1k $1.7m $1.7m 0.01% Added +22.2k +22,232
74 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 72,37372.4k $1.7m $1.7m 0.01% Added +8.4k +8,352
75 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 69,90169.9k $1.7m $1.7m 0.07% Added +9.7k +9,696
76 Fermata Advisors, LLC 0.34% of their portfolio SONOMA, CA 69,54169.5k $1.7m $1.7m 0.34% Added +2.2k +2,212
77 Triumph Capital Management 0.29% of their portfolio DENVER, CO 67,47567.5k $1.6m $1.6m 0.29% Added +3.4k +3,401
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 67,31667.3k $1.6m $1.6m 0.08% Added +5.8k +5,769
79 Anchor Capital Management Group Inc 1.10% of their portfolio ALISO VIEJO, CA 67,00067.0k $1.6m $1.6m 1.10% Unchanged
80 LVZ, Inc. 0.16% of their portfolio Holland, MI 66,92266.9k $1.6m $1.6m 0.16% Added +2.8k +2,770
81 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 63,19563.2k $1.5m $1.5m 0.04% Reduced -2.8k -2,818
82 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 62,96763.0k $1.5m $1.5m 0.02% Reduced -32.2k -32,227
83 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 62,11462.1k $1.5m $1.5m 0.02% Added +45.8k +45,839
84 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 61,01061.0k $1.5m $1.5m 0.08% Added +1.8k +1,786
85 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 60,32460.3k $1.4m $1.4m 0.04% Added +7.5k +7,472
86 Balboa Wealth Partners 0.19% of their portfolio SCOTTSDALE, AZ 59,60759.6k $1.4m $1.4m 0.19% Added +300 +300
87 Quad-Cities Investment Group, LLC 0.46% of their portfolio DAVENPORT, IA 53,43453.4k $1.3m $1.3m 0.46% Added +1.7k +1,720
88 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 53,17853.2k $1.3m $1.3m 0.01% Added +3.9k +3,873
89 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 52,84252.8k $1.3m $1.3m 0.07% Added +6.7k +6,673
90 American Institute for Advanced Investment Management, LLP 0.74% of their portfolio Scottsdale, AZ 52,11552.1k $1.3m $1.3m 0.74% Reduced -200 -200
91 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 50,92250.9k $1.2m $1.2m 0.01% Added +9.5k +9,514
92 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 49,66149.7k $1.2m $1.2m 0.05% Added +7.4k +7,424
93 Signature Equity Partners, LLC 0.53% of their portfolio COLUMBUS, OH 48,65748.7k $1.2m $1.2m 0.53% Added +898 +898
94 Accel Wealth Management 0.25% of their portfolio WAVERLY, IA 47,00147.0k $1.1m $1.1m 0.25% Reduced -800 -800
95 Elevation Wealth Management LLC 0.81% of their portfolio EDEN PRAIRIE, MN 45,57945.6k $1.1m $1.1m 0.81% Added +6 +6
96 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 45,35945.4k $1.1m $1.1m 0.02% Added +9.9k +9,948
97 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 45,32545.3k $1.1m $1.1m 0.05% Added +14.4k +14,425
98 Uniting Wealth Partners, LLC 0.21% of their portfolio DENVER, CO 43,85743.9k $1.0m $1.0m 0.21% Added +30.1k +30,135
99 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 42,03042.0k $1.0m $1.0m 0.06% Reduced -18.5k -18,454
100 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 41,53141.5k $990.5k $990.5k 0.01% Added +4.9k +4,895