FIRST TRUST NASDAQ BUYWRITE (FTQI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $252.85M 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 $78.53M, representing an estimated gain of +10.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
102
Total Reported Value
$252.85M
Largest Holder
Lpl Financial Llc
Largest Position
$71.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
115
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 | $78,530,739 | +$7,295,203 | +10.24% | |
| Wells Fargo & Company/Mn | 0.01% | 2,453,904 | $48,881,770 | $53,887,732 | +$5,005,962 | +10.24% | |
| Integrated Wealth Concepts Llc | 0.10% | 650,358 | $12,955,137 | $14,281,862 | +$1,326,725 | +10.24% | |
| Spartan Wealth Advisory Services Llc | 0.89% | 513,768 | $10,234,254 | $11,282,345 | +$1,048,091 | +10.24% | |
| Snowden Capital Advisors Llc | 0.26% | 483,811 | $9,637,510 | $10,624,490 | +$986,980 | +10.24% | |
| Fifth Third Securities, Inc. | 0.62% | 481,302 | $9,587,539 | $10,569,392 | +$981,853 | +10.24% | |
| Cetera Investment Advisers | 0.01% | 364,351 | $7,257,876 | $8,001,148 | +$743,272 | +10.24% | |
| Sun Financial Inc | 2.68% | 245,950 | $5,344,497 | $5,401,062 | +$56,565 | +1.06% | |
| Osaic Holdings, Inc. | 0.01% | 248,032 | $4,940,897 | $5,446,783 | +$505,886 | +10.24% | |
| Commonwealth Equity Services, Llc | 0.01% | 225,028 | $4,482,556 | $4,941,615 | +$459,059 | +10.24% | |
| Private Advisor Group, Llc | 0.02% | 199,029 | $3,964,670 | $4,370,677 | +$406,007 | +10.24% | |
| Sowell Financial Services Llc | 0.13% | 172,411 | $3,434,426 | $3,786,146 | +$351,720 | +10.24% | |
| Envestnet Asset Management Inc | 0.00% | 170,639 | $3,399,130 | $3,747,232 | +$348,102 | +10.24% | |
| Rivertree Advisors, Llc | 1.95% | 154,916 | $3,085,935 | $3,401,955 | +$316,020 | +10.24% | |
| Stifel Financial Corp | 0.00% | 124,017 | $2,470,433 | $2,723,413 | +$252,980 | +10.24% | |
| Rfg Advisory, Llc | 0.04% | 121,423 | $2,418,745 | $2,666,449 | +$247,704 | +10.24% | |
| International Assets Investment Management, Llc | 0.17% | 119,448 | $2,403,293 | $2,623,078 | +$219,785 | +9.15% | |
| Concurrent Investment Advisors, Llc | 0.03% | 117,021 | $2,331,067 | $2,569,781 | +$238,714 | +10.24% | |
| First Trust Advisors Lp | 0.00% | 93,637 | $1,865,249 | $2,056,269 | +$191,020 | +10.24% | |
| Capital Investment Advisory Services, Llc | 0.13% | 90,462 | $1,802,010 | $1,986,546 | +$184,536 | +10.24% | |
| Significant Wealth Partners Llc | 2.18% | 88,789 | $1,768,677 | $1,949,806 | +$181,129 | +10.24% | |
| D.A. Davidson & Co. | 0.01% | 78,850 | $1,570,698 | $1,731,546 | +$160,848 | +10.24% | |
| Cornerstone Wealth Management, Llc | 0.08% | 77,186 | $1,537,548 | $1,695,005 | +$157,457 | +10.24% | |
| Anchor Capital Management Group Inc | 1.03% | 74,000 | $1,474,080 | $1,625,040 | +$150,960 | +10.24% | |
| Arax Advisory Partners | 0.04% | 69,233 | $1,379,122 | $1,520,357 | +$141,235 | +10.24% | |
| Kestra Advisory Services, Llc | 0.01% | 68,795 | $1,370,401 | $1,510,738 | +$140,337 | +10.24% | |
| Mml Investors Services, Llc | 0.00% | 64,235 | $1,279,554 | $1,410,601 | +$131,047 | +10.24% | |
| Sigma Planning Corp | 0.03% | 58,591 | $1,167,126 | $1,286,658 | +$119,532 | +10.24% | |
| Gateway Wealth Partners, Llc | 0.04% | 54,486 | $1,085,378 | $1,196,513 | +$111,135 | +10.24% | |
| Trueblood Wealth Management, Llc | 0.42% | 53,908 | $1,073,848 | $1,183,820 | +$109,972 | +10.24% | |
| Private Trust Co Na | 0.09% | 50,797 | $1,043,368 | $1,115,502 | +$72,134 | +6.91% | |
| Royal Bank Of Canada | 0.00% | 52,214 | $1,040,000 | $1,146,619 | +$106,619 | +10.25% | |
| World Investment Advisors | 0.02% | 47,755 | $951,287 | $1,048,700 | +$97,413 | +10.24% | |
| Onedigital Investment Advisors Llc | 0.01% | 45,637 | $909,092 | $1,002,189 | +$93,097 | +10.24% | |
| Pmg Family Office Llc | 0.99% | 44,561 | $887,655 | $978,560 | +$90,905 | +10.24% | |
| Balboa Wealth Partners | 0.15% | 44,390 | $884,250 | $974,804 | +$90,554 | +10.24% | |
| Harbour Investments, Inc. | 0.01% | 43,884 | $874,169 | $963,693 | +$89,524 | +10.24% | |
| Sanctuary Advisors, Llc | 0.00% | 43,799 | $872,476 | $961,826 | +$89,350 | +10.24% | |
| Elevated Capital Advisors, Llc | 0.22% | 43,669 | $869,883 | $958,971 | +$89,088 | +10.24% | |
| Brookstone Capital Management | 0.01% | 39,216 | $781,189 | $861,183 | +$79,994 | +10.24% | |
| Core Wealth Partners Llc | 0.35% | 37,822 | $753,414 | $830,571 | +$77,157 | +10.24% | |
| Avior Wealth Management, Llc | 0.02% | 37,235 | $741,730 | $817,681 | +$75,951 | +10.24% | |
| Integrated Advisors Network Llc | 0.04% | 33,558 | $668,476 | $736,934 | +$68,458 | +10.24% | |
| Cwm, Llc | 0.00% | 33,431 | $665,940 | $734,145 | +$68,205 | +10.24% | |
| Iht Wealth Management, Llc | 0.02% | 32,995 | $657,260 | $724,570 | +$67,310 | +10.24% | |
| Nations Financial Group Inc | 0.03% | 32,921 | $655,790 | $722,945 | +$67,155 | +10.24% | |
| Triumph Capital Management | 0.13% | 32,906 | $655,488 | $722,616 | +$67,128 | +10.24% | |
| Geneos Wealth Management Inc. | 0.01% | 32,327 | $643,954 | $709,901 | +$65,947 | +10.24% | |
| Kingsview Wealth Management, Llc | 0.01% | 30,784 | $613,217 | $676,017 | +$62,800 | +10.24% | |
| Mariner, Llc | 0.00% | 30,541 | $608,384 | $670,680 | +$62,296 | +10.24% |
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.