FTQI Institutional Ownership & Shareholders
FIRST TRUST NASDAQ BUYWRITE (FTQI) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $382.49M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTQI tracked by InsiderSet, reporting ownership valued at approximately $114.94M in its September 30, 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 $105.81M, representing an estimated loss of -7.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
121
Total Reported Value
$382.49M
Largest Holder
Lpl Financial Llc
Largest Position
$114.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
86
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% | 5,186,913 | $114,941,979 | $105,813,025 | -$9,128,954 | -7.94% | |
| Wells Fargo & Company/Mn | 0.01% | 2,834,940 | $62,623,828 | $57,832,776 | -$4,791,052 | -7.65% | |
| Integrated Wealth Concepts Llc | 0.10% | 683,933 | $15,108,073 | $13,952,233 | -$1,155,840 | -7.65% | |
| Fifth Third Securities, Inc. | 0.71% | 633,197 | $14,031,662 | $12,917,219 | -$1,114,443 | -7.94% | |
| Spartan Wealth Advisory Services Llc | 0.92% | 508,242 | $11,227,070 | $10,368,137 | -$858,933 | -7.65% | |
| Snowden Capital Advisors Llc | 0.26% | 499,200 | $11,027,324 | $10,183,680 | -$843,644 | -7.65% | |
| Cetera Investment Advisers | 0.01% | 445,942 | $9,850,869 | $9,097,217 | -$753,652 | -7.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 334,576 | $7,414,210 | $6,825,350 | -$588,860 | -7.94% | |
| Two Sigma Investments, Lp | 0.00% | 280,300 | $6,191,827 | $5,718,120 | -$473,707 | -7.65% | |
| Sun Financial Inc | 2.79% | 266,320 | $5,906,988 | $5,432,928 | -$474,060 | -8.03% | |
| Janney Montgomery Scott Llc | 0.01% | 237,533 | $5,247,000 | $4,845,673 | -$401,327 | -7.65% | |
| Envestnet Asset Management Inc | 0.00% | 234,852 | $5,187,884 | $4,790,981 | -$396,903 | -7.65% | |
| Ameritas Advisory Services, Llc | 0.10% | 221,703 | $4,897,417 | $4,522,741 | -$374,676 | -7.65% | |
| Rivertree Advisors, Llc | 2.76% | 209,205 | $4,635,987 | $4,267,782 | -$368,205 | -7.94% | |
| Farther Finance Advisors, Llc | 0.03% | 199,440 | $4,419,590 | $4,068,576 | -$351,014 | -7.94% | |
| Rfg Advisory, Llc | 0.06% | 189,404 | $4,197,194 | $3,863,842 | -$333,352 | -7.94% | |
| Osaic Holdings, Inc. | 0.00% | 186,185 | $4,112,881 | $3,798,174 | -$314,707 | -7.65% | |
| Royal Bank Of Canada | 0.00% | 179,773 | $3,971,000 | $3,667,369 | -$303,631 | -7.65% | |
| Independent Financial Group, Llc | 0.07% | 177,416 | $3,931,539 | $3,619,286 | -$312,253 | -7.94% | |
| Sowell Financial Services Llc | 0.11% | 154,761 | $3,429,504 | $3,157,124 | -$272,380 | -7.94% | |
| Private Advisor Group, Llc | 0.02% | 154,099 | $3,404,045 | $3,143,620 | -$260,425 | -7.65% | |
| Advisor Os, Llc | 0.21% | 146,984 | $3,257,165 | $2,998,474 | -$258,691 | -7.94% | |
| International Assets Investment Management, Llc | 0.19% | 145,191 | $3,223,232 | $2,961,896 | -$261,336 | -8.11% | |
| Concurrent Investment Advisors, Llc | 0.02% | 136,562 | $3,026,210 | $2,785,865 | -$240,345 | -7.94% | |
| Stifel Financial Corp | 0.00% | 131,886 | $2,913,399 | $2,690,474 | -$222,925 | -7.65% | |
| Arax Advisory Partners | 0.02% | 113,089 | $2,498,137 | $2,307,016 | -$191,121 | -7.65% | |
| Jane Street Group, Llc | 0.00% | 108,164 | $2,389,343 | $2,206,546 | -$182,797 | -7.65% | |
| Kestra Advisory Services, Llc | 0.01% | 100,119 | $2,218,646 | $2,042,428 | -$176,218 | -7.94% | |
| Cornerstone Wealth Management, Llc | 0.09% | 99,453 | $2,203,884 | $2,028,841 | -$175,043 | -7.94% | |
| First Trust Advisors Lp | 0.00% | 99,030 | $2,187,572 | $2,020,212 | -$167,360 | -7.65% | |
| D.A. Davidson & Co. | 0.01% | 92,560 | $2,051,136 | $1,888,224 | -$162,912 | -7.94% | |
| Capital Investment Advisory Services, Llc | 0.13% | 90,970 | $2,015,894 | $1,855,788 | -$160,106 | -7.94% | |
| Significant Wealth Partners Llc | 2.16% | 90,151 | $1,991,436 | $1,839,080 | -$152,356 | -7.65% | |
| Anchor Capital Management Group Inc | 1.39% | 74,000 | $1,639,840 | $1,509,600 | -$130,240 | -7.94% | |
| Mml Investors Services, Llc | 0.00% | 73,721 | $1,628,495 | $1,503,908 | -$124,587 | -7.65% | |
| Trueblood Wealth Management, Llc | 0.54% | 69,626 | $1,542,907 | $1,420,370 | -$122,537 | -7.94% | |
| Sigma Planning Corp | 0.04% | 68,919 | $1,527,234 | $1,405,948 | -$121,286 | -7.94% | |
| Newedge Advisors, Llc | 0.00% | 68,108 | $1,504,507 | $1,389,403 | -$115,104 | -7.65% | |
| Harbour Investments, Inc. | 0.02% | 56,769 | $1,254,027 | $1,158,088 | -$95,939 | -7.65% | |
| Wesbanco Bank Inc | 0.04% | 56,566 | $1,253,504 | $1,153,946 | -$99,558 | -7.94% | |
| Brookstone Capital Management | 0.01% | 56,493 | $1,251,886 | $1,152,457 | -$99,429 | -7.94% | |
| Private Trust Co Na | 0.10% | 55,251 | $1,224,359 | $1,127,120 | -$97,239 | -7.94% | |
| Pmg Family Office Llc | 1.13% | 54,899 | $1,216,562 | $1,119,940 | -$96,622 | -7.94% | |
| Susquehanna International Group, Llp | 0.00% | 53,283 | $1,177,021 | $1,086,973 | -$90,048 | -7.65% | |
| B. Riley Wealth Advisors, Inc. | 0.05% | 52,823 | $1,170,558 | $1,077,589 | -$92,969 | -7.94% | |
| Sanctuary Advisors, Llc | 0.01% | 52,525 | $1,160,277 | $1,071,510 | -$88,767 | -7.65% | |
| World Investment Advisors | 0.02% | 52,375 | $1,107,712 | $1,068,450 | -$39,262 | -3.54% | |
| Marshall Investment Management, Llc | 0.45% | 48,621 | $1,074,042 | $991,868 | -$82,174 | -7.65% | |
| Kingsview Wealth Management, Llc | 0.01% | 47,356 | $1,046,096 | $966,062 | -$80,034 | -7.65% | |
| Balboa Wealth Partners | 0.14% | 46,612 | $1,032,913 | $950,885 | -$82,028 | -7.94% |
Frequently asked questions about FTQI
Who are the largest institutional holders of FTQI?
The largest institutional holders of FTQI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Integrated Wealth Concepts Llc, Fifth Third Securities, Inc., and Spartan Wealth Advisory Services Llc. InsiderSet ranks institutional holders by their latest reported FTQI position.
What is FTQI institutional ownership?
This page tracks FTQI positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ BUYWRITE (FTQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTQI?
InsiderSet currently tracks 121 institutional managers reporting FTQI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTQI shareholders.
How much FTQI stock do institutions own?
Institutional investment managers disclosed approximately $382.49M in FTQI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTQI institutional ownership last updated?
The latest FTQI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTQI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTQI position after the reporting date.
Are institutions buying or selling FTQI?
Institutional buying and selling can be analyzed by comparing FTQI positions across consecutive 13F reporting periods. InsiderSet's FTQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTQI ownership changes.
How has FTQI institutional ownership changed over time?
InsiderSet tracks FTQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.