Filing Research | First Trust Nasdaq BuyWrite Income ETF Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	FIFTH THIRD SECURITIES, INC.	Shares	559.9KSH	$12.4M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	182.4KSH	$4.0M
3	RiverTree Advisors, LLC	Shares	174.3KSH	$3.9M
4	Sowell Financial Services LLC	Shares	153.6KSH	$3.4M
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	150.4KSH	$3.3M
6	RFG Advisory, LLC	Shares	146.4KSH	$3.2M
7	Capital Investment Advisory Services, LLC	Shares	90.5KSH	$2.0M
8	Significant Wealth Partners LLC	Shares	90.2KSH	$2.0M
9	Cornerstone Wealth Management, LLC	Shares	88.4KSH	$2.0M
10	D.A. DAVIDSON & CO.	Shares	80.6KSH	$1.8M
11	PMG Family Office LLC	Shares	47.7KSH	$1.1M
12	Brookstone Capital Management	Shares	45.2KSH	$999.1K
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	36.8KSH	$812.6K
14	Triumph Capital Management	Shares	36.5KSH	$805.3K
15	Core Wealth Partners LLC	Shares	28.1KSH	$619.7K
16	Tactive Advisors, LLC	Shares	26.1KSH	$575.6K
17	IFP Advisors, Inc	Shares	25.9KSH	$572.5K
18	Avior Wealth Management, LLC	Shares	25.9KSH	$571.5K
19	PFG Investments, LLC	Shares	24.2KSH	$535.1K
20	NOVEM GROUP	Shares	23.9KSH	$527.1K
21	BENJAMIN EDWARDS INC	Shares	21.0KSH	$464.8K
22	Key Client Fiduciary Advisors, LLC	Shares	19.2KSH	$423.5K
23	Apollon Wealth Management, LLC	Shares	18.5KSH	$408.6K
24	B. Riley Wealth Advisors, Inc.	Shares	17.1KSH	$376.0K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$293.6K
26	TrueWealth Advisors, LLC	Shares	12.1KSH	$266.8K
27	Patriot Financial Group Insurance Agency, LLC	Shares	10.6KSH	$233.5K
28	Owen LaRue, LLC	Shares	9.9KSH	$218.7K
29	LANARK FINANCIAL, INC.	Shares	2.1KSH	$46.3K
30	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.5KSH	$33.1K
31	SBI Securities Co., Ltd.	Shares	471SH	$10.4K
32	Cape Investment Advisory, Inc.	Shares	374SH	$8.3K
33	DHJJ Financial Advisors, Ltd.	Shares	34SH	$752

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+142.7K	+$3.2M	$4.0M
2	FIFTH THIRD SECURITIES, INC. added	Shares	+78.6K	+$2.8M	$12.4M
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+30.9K	+$915.8K	$3.3M
4	RFG Advisory, LLC added	Shares	+25.0K	+$815.4K	$3.2M
5	RiverTree Advisors, LLC added	Shares	+19.4K	+$764.6K	$3.9M
6	Cornerstone Wealth Management, LLC added	Shares	+11.2K	+$415.3K	$2.0M
7	TrueWealth Advisors, LLC new	Shares	+12.1K	+$266.8K	$266.8K
8	Significant Wealth Partners LLC added	Shares	+1.4K	+$222.8K	$2.0M
9	NOVEM GROUP added	Shares	+8.5K	+$221.4K	$527.1K
10	Owen LaRue, LLC new	Shares	+9.9K	+$218.7K	$218.7K
11	Brookstone Capital Management added	Shares	+6.0K	+$217.9K	$999.1K
12	D.A. DAVIDSON & CO. added	Shares	+1.8K	+$210.0K	$1.8M
13	Capital Investment Advisory Services, LLC added	Shares	+4	+$196.4K	$2.0M
14	PMG Family Office LLC added	Shares	+3.1K	+$165.3K	$1.1M
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+3.9K	+$156.8K	$812.6K
16	Triumph Capital Management added	Shares	+3.5K	+$149.8K	$805.3K
17	Key Client Fiduciary Advisors, LLC added	Shares	+1.9K	+$79.8K	$423.5K
18	PFG Investments, LLC added	Shares	+1.3K	+$78.5K	$535.1K
19	Tactive Advisors, LLC added	Shares	+961	+$75.7K	$575.6K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.0K	+$67.9K	$293.6K
21	BENJAMIN EDWARDS INC unchanged	Shares	0	+$45.7K	$464.8K
22	Apollon Wealth Management, LLC unchanged	Shares	0	+$40.1K	$408.6K
23	B. Riley Wealth Advisors, Inc. trimmed	Shares	-474	+$35.4K	$376.0K
24	Cape Investment Advisory, Inc. new	Shares	+374	+$8.3K	$8.3K
25	LANARK FINANCIAL, INC. added	Shares	+163	+$7.8K	$46.3K
26	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$3.3K	$33.1K
27	SBI Securities Co., Ltd. trimmed	Shares	-41	+$205	$10.4K
28	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$74	$752
29	IFP Advisors, Inc trimmed	Shares	-3.1K	-$6.4K	$572.5K
30	Sowell Financial Services LLC trimmed	Shares	-18.8K	-$40.3K	$3.4M
31	Sound Income Strategies, LLC exited	Shares	-2.1K	-$43.1K	$0
32	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-6.4K	-$104.3K	$233.5K
33	Core Wealth Partners LLC trimmed	Shares	-9.8K	-$133.7K	$619.7K
34	Avior Wealth Management, LLC trimmed	Shares	-11.4K	-$170.3K	$571.5K