First Trust BuyWrite Income

FTHI • NASDAQ

First Trust BuyWrite Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 178 institutional investors hold shares in this ETF, with total holdings valued at $948.9M. LPL Financial LLC is the largest holder with a position valued at $178.8M.

Overview

Overview of institutional ownership in FTHI as of Q3 2025

All Institutions

Institutions: 178
Value Held: $948.9M
Shares Held: 40.0M
Avg Position: $5.3M
Median Position: $857.7K

Hedge Funds

Hedge Funds: 4
Value Held: $3.2M
Shares Held: 133.9K
Avg Position: $793.9K
Median Position: $862.6K

Biggest Investors

Institutions with the largest positions in FTHI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$178.8M 0.05% of portfolio	7.5M shares	Q1 2015 Held for 10y 8m	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$138.0M 0.03% of portfolio	5.8M shares	Q4 2016 Held for 8y 11m	$488.50B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$77.0M 0.02% of portfolio	3.2M shares	Q2 2019 Held for 6y 5m	$341.99B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$65.6M 0.02% of portfolio	2.8M shares	Q4 2024 Held for 11 months	$310.43B
D DAVIDSON D A & CO Institution	-	$62.2M 0.40% of portfolio	2.6M shares	Q4 2023 Held for 1y 11m	$15.6B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$36.6M 0.05% of portfolio	1.5M shares	Q4 2022 Held for 2y 11m	$71.1B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$28.2M 0.03% of portfolio	1.2M shares	Q4 2023 Held for 1y 11m	$85.4B
Ergawealth Advisors, Inc. RIA/Wealth	Ian Leo Laterreur President	$26.6M 12.94% of portfolio	1.1M shares	Q2 2025 Held for 5 months	$205.2M
R ROYAL BANK OF CANADA Institution	-	$20.0M 0.00% of portfolio	845.4K shares	Q1 2014 Held for 11y 8m	$542.04B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$18.2M 0.05% of portfolio	768.0K shares	Q4 2022 Held for 2y 11m	$40.0B

Net Capital Flow

Institutional buying and selling activity for FTHI in Q3 2025

Traded: +$164.9M
Buyers: 125
Sellers: 51
Total Bought: +$205.6M
Total Sold: −$40.7M
Avg Position: $4.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$29.6M +1.3M shares	$138.0M 5.8M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$21.4M +903.6K shares	$36.6M 1.5M shares
Ergawealth Advisors, Inc. RIA/Wealth	+$17.8M +750.9K shares	$26.6M 1.1M shares
L LPL Financial LLC Institution	+$17.8M +749.2K shares	$178.8M 7.5M shares
AMERIPRISE FINANCIAL INC Institution	+$12.3M +517.5K shares	$12.5M 528.4K shares
Cetera Investment Advisers RIA/Wealth	+$11.7M +492.4K shares	$28.2M 1.2M shares
T TCG Advisory Services, LLC RIA/Wealth	+$8.6M +363.3K shares	$8.6M 363.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$6.4M +270.5K shares	$77.0M 3.2M shares
CWM, LLC RIA/Wealth	+$5.2M +219.9K shares	$12.6M 530.4K shares
HBW Advisory Services LLC RIA/Wealth	+$5.1M +213.9K shares	$5.1M 213.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$10.3M −448.6K shares	Sold Off 0 shares
Legacy CG, LLC RIA/Wealth	−$7.4M −323.5K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$3.0M −133.2K shares	Sold Off 0 shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$2.9M −126.7K shares	Sold Off 0 shares
SRS Capital Advisors, Inc. RIA/Wealth	−$2.6M −114.6K shares	Sold Off 0 shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$2.4M −99.7K shares	$13.9M 584.5K shares
Tradewinds, LLC. RIA/Wealth	−$2.3M −98.8K shares	Sold Off 0 shares
S STIFEL FINANCIAL CORP Long Only Manager	−$1.7M −73.1K shares	$14.7M 618.5K shares
PCG Wealth Advisors, LLC RIA/Wealth	−$1.7M −74.7K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$837.3K −35.3K shares	$310.5K 13.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FTHI in Q3 2025

New Positions: 20
New Value: $26.9M
Exited Positions: 14
Exited Value: $30.8M

New Positions

Institution	Position Value
T TCG Advisory Services, LLC RIA/Wealth	$8.6M 363.3K shares
Mutual Advisors, LLC RIA/Wealth	$4.4M 188.1K shares
Goldstone Financial Group, LLC RIA/Wealth	$2.5M 104.0K shares
Chicago Partners Investment Group LLC RIA/Wealth	$2.2M 90.0K shares
Summit Financial, LLC RIA/Wealth	$2.0M 84.6K shares
Etesian Wealth Advisors, Inc. RIA/Wealth	$1.8M 76.0K shares
Kingsview Wealth Management, LLC RIA/Wealth	$1.1M 47.6K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$955.3K 40.3K shares
Fermata Advisors, LLC Hedge Fund•Sector	$933.8K 39.4K shares
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth	$591.6K 25.0K shares

Exited Positions

Institution	Previous Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$10.3M 448.6K shares
Legacy CG, LLC RIA/Wealth	$7.4M 323.5K shares
O OLD MISSION CAPITAL LLC Institution	$3.0M 133.2K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$2.9M 126.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	$2.6M 114.6K shares
Tradewinds, LLC. RIA/Wealth	$2.3M 98.8K shares
PCG Wealth Advisors, LLC RIA/Wealth	$1.7M 74.7K shares
DAVENPORT & Co LLC RIA/Wealth	$250.4K 11.0K shares
Q Quadrature Capital Ltd Institution	$241.1K 10.6K shares
Asset Dedication, LLC RIA/Wealth	$43.9K 1.9K shares

Options Activity

Institutions with the largest Call and Put options positions in FTHI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FTHI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ergawealth Advisors, Inc. RIA/Wealth	Ian Leo Laterreur President	12.94% $26.6M	1.1M shares	Q2 2025 Held for 5 months	$205.2M
R RiverTree Advisors, LLC RIA/Wealth	Theodore Spencer Rich President	3.03% $4.7M	198.1K shares	Q1 2024 Held for 1y 8m	$154.7M
Merkkuri Wealth Advisors LLC RIA/Wealth	Paresh B Shah Owner	1.88% $2.6M	108.6K shares	Q2 2024 Held for 1y 5m	$136.6M
P PUFF WEALTH MANAGEMENT, LLC Institution	-	1.84% $1.1M	45.4K shares	Q4 2024 Held for 11 months	$58.7M
ZRC WEALTH MANAGEMENT, LLC RIA/Wealth	Robert Francis Monahan CCO	1.68% $4.7M	198.8K shares	Q3 2024 Held for 1y 2m	$280.0M
ARQ WEALTH ADVISORS, LLC RIA/Wealth	Richard Alan Siegel Managing Partner	1.36% $4.6M	192.6K shares	Q1 2024 Held for 1y 8m	$335.7M
MJP ASSOCIATES INC /ADV RIA/Wealth	Brian Hugh Vendig President	1.23% $8.9M	375.3K shares	Q1 2025 Held for 8 months	$724.0M
Advisor OS, LLC Fund of Funds	Phillip John Kosmala Managing Partner	0.86% $9.6M	405.1K shares	Q1 2025 Held for 8 months	$1.1B
D DAVIDSON TRUST CO Institution	-	0.85% $2.1M	86.6K shares	Q1 2025 Held for 8 months	$241.0M
Anchor Capital Management Group Inc Long Only Manager	Garrett Thomas Waters CEO	0.84% $1.6M	67.0K shares	Q4 2024 Held for 11 months	$189.7M

Hedge Fund Spotlight

Discover hedge funds investing in FTHI

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in First Trust BuyWrite Income

Market Value: $516.8K
Shares Held: 21.8K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%