FIRST TRUST NASDAQ BUYWRITE (FTQI) Institutional Shareholders
FIRST TRUST NASDAQ BUYWRITE (FTQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $275.97M in FTQI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTQI tracked by InsiderSet, reporting ownership valued at approximately $71.24M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $79.28M, representing an estimated gain of +11.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed FTQI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Integrated Wealth Concepts Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ BUYWRITE (FTQI).
This page ranks the largest institutional FTQI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$275.97M
Largest Holder
Lpl Financial Llc
Largest Position
$71.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 3,576,081 | $71,235,536 | $79,281,716 | +$8,046,180 | +11.30% | |
| Wells Fargo & Company/Mn | 0.01% | 2,453,904 | $48,881,770 | $54,403,052 | +$5,521,282 | +11.30% | |
| Integrated Wealth Concepts Llc | 0.10% | 650,358 | $12,955,137 | $14,418,437 | +$1,463,300 | +11.30% | |
| Fifth Third Securities, Inc. | 0.71% | 559,900 | $12,368,198 | $12,412,983 | +$44,785 | +0.36% | |
| Spartan Wealth Advisory Services Llc | 0.92% | 508,242 | $11,227,070 | $11,267,725 | +$40,655 | +0.36% | |
| Snowden Capital Advisors Llc | 0.26% | 483,811 | $9,637,510 | $10,726,090 | +$1,088,580 | +11.30% | |
| Cetera Investment Advisers | 0.01% | 364,351 | $7,257,876 | $8,077,662 | +$819,786 | +11.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 315,871 | $6,977,585 | $7,002,860 | +$25,275 | +0.36% | |
| Sun Financial Inc | 2.68% | 245,950 | $5,344,497 | $5,452,712 | +$108,215 | +2.02% | |
| Envestnet Asset Management Inc | 0.00% | 234,852 | $5,187,884 | $5,206,669 | +$18,785 | +0.36% | |
| Osaic Holdings, Inc. | 0.01% | 248,032 | $4,940,897 | $5,498,869 | +$557,972 | +11.29% | |
| Independent Financial Group, Llc | 0.08% | 182,367 | $4,028,487 | $4,043,076 | +$14,589 | +0.36% | |
| Rivertree Advisors, Llc | 2.27% | 174,311 | $3,850,534 | $3,864,475 | +$13,941 | +0.36% | |
| Private Advisor Group, Llc | 0.02% | 154,099 | $3,404,045 | $3,416,375 | +$12,330 | +0.36% | |
| Sowell Financial Services Llc | 0.11% | 153,648 | $3,394,090 | $3,406,376 | +$12,286 | +0.36% | |
| International Assets Investment Management, Llc | 0.20% | 150,391 | $3,319,124 | $3,334,168 | +$15,044 | +0.45% | |
| Rfg Advisory, Llc | 0.05% | 146,406 | $3,234,110 | $3,245,821 | +$11,711 | +0.36% | |
| Concurrent Investment Advisors, Llc | 0.02% | 132,286 | $2,922,207 | $2,932,781 | +$10,574 | +0.36% | |
| Stifel Financial Corp | 0.00% | 124,017 | $2,470,433 | $2,749,457 | +$279,024 | +11.29% | |
| Capital Investment Advisory Services, Llc | 0.12% | 90,466 | $1,998,400 | $2,005,631 | +$7,231 | +0.36% | |
| Significant Wealth Partners Llc | 2.16% | 90,151 | $1,991,436 | $1,998,648 | +$7,212 | +0.36% | |
| Cornerstone Wealth Management, Llc | 0.08% | 88,402 | $1,952,810 | $1,959,872 | +$7,062 | +0.36% | |
| Kestra Advisory Services, Llc | 0.01% | 87,925 | $1,942,272 | $1,949,297 | +$7,025 | +0.36% | |
| First Trust Advisors Lp | 0.00% | 93,637 | $1,865,249 | $2,075,932 | +$210,683 | +11.30% | |
| D.A. Davidson & Co. | 0.01% | 80,610 | $1,780,682 | $1,787,124 | +$6,442 | +0.36% | |
| Anchor Capital Management Group Inc | 1.13% | 74,000 | $1,634,660 | $1,640,580 | +$5,920 | +0.36% | |
| Advisor Os, Llc | 0.11% | 72,240 | $1,595,782 | $1,601,561 | +$5,779 | +0.36% | |
| Hightower Advisors, Llc | 0.00% | 69,958 | $1,545,372 | $1,550,969 | +$5,597 | +0.36% | |
| Trueblood Wealth Management, Llc | 0.49% | 63,048 | $1,392,732 | $1,397,774 | +$5,042 | +0.36% | |
| Arax Advisory Partners | 0.04% | 69,233 | $1,379,122 | $1,534,896 | +$155,774 | +11.30% | |
| Mml Investors Services, Llc | 0.00% | 64,235 | $1,279,554 | $1,424,090 | +$144,536 | +11.30% | |
| Sigma Planning Corp | 0.03% | 58,591 | $1,167,126 | $1,298,962 | +$131,836 | +11.30% | |
| Private Trust Co Na | 0.09% | 51,947 | $1,147,510 | $1,151,665 | +$4,155 | +0.36% | |
| Wesbanco Bank Inc | 0.03% | 51,482 | $1,137,239 | $1,141,356 | +$4,117 | +0.36% | |
| Pmg Family Office Llc | 0.97% | 47,665 | $1,052,920 | $1,056,733 | +$3,813 | +0.36% | |
| Royal Bank Of Canada | 0.00% | 52,214 | $1,040,000 | $1,157,584 | +$117,584 | +11.31% | |
| Geneos Wealth Management Inc. | 0.02% | 45,583 | $1,006,928 | $1,010,575 | +$3,647 | +0.36% | |
| Brookstone Capital Management | 0.01% | 45,230 | $999,135 | $1,002,749 | +$3,614 | +0.36% | |
| Elevated Capital Advisors, Llc | 0.27% | 44,095 | $974,051 | $977,586 | +$3,535 | +0.36% | |
| Gateway Wealth Partners, Llc | 0.06% | 43,897 | $969,669 | $973,196 | +$3,527 | +0.36% | |
| World Investment Advisors | 0.02% | 47,755 | $951,287 | $1,058,728 | +$107,441 | +11.29% | |
| Onedigital Investment Advisors Llc | 0.01% | 45,637 | $909,092 | $1,011,772 | +$102,680 | +11.29% | |
| Balboa Wealth Partners | 0.15% | 44,390 | $884,250 | $984,126 | +$99,876 | +11.30% | |
| Harbour Investments, Inc. | 0.01% | 43,884 | $874,169 | $972,908 | +$98,739 | +11.30% | |
| Sanctuary Advisors, Llc | 0.00% | 43,799 | $872,476 | $971,024 | +$98,548 | +11.30% | |
| Nations Financial Group Inc | 0.04% | 36,786 | $812,613 | $815,546 | +$2,933 | +0.36% | |
| Triumph Capital Management | 0.15% | 36,455 | $805,291 | $808,207 | +$2,916 | +0.36% | |
| Integrated Advisors Network Llc | 0.04% | 33,558 | $668,476 | $743,981 | +$75,505 | +11.30% | |
| Cwm, Llc | 0.00% | 33,431 | $665,940 | $741,165 | +$75,225 | +11.30% | |
| Iht Wealth Management, Llc | 0.02% | 32,995 | $657,260 | $731,499 | +$74,239 | +11.30% |
Frequently asked questions about FTQI
Who owns the most FTQI stock?
The largest holders of FTQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NASDAQ BUYWRITE (FTQI).
Is FTQI widely held by superinvestors?
Many widely followed stocks like FTQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.