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Disclosery

FTHI FIRST TR EXCHANGE TRADED FD

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BUYWRIT INCM ETF (fund)

150 managers (153 13F filers) reported a position in FTHI shares at 2024-12-31, 22,437,906 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
150
13F filers
153
New
23
Added
81
Reduced
30
Sold out
6
Shares held by filers
22,437,906

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC5,525,369$129M0.05%+771,81613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,366,643$78.3M0.02%+470,91613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,410,798$56.1M0.02%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP678,435$15.8M0.02%+33,01513F-HRTimelineGroup
Legacy CG, LLC653,369$15.2M4.66%-18,04813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA577,025$13.4M<0.01%+43,34513F-HRTimelineGroup
Cetera Investment Advisers575,574$13.4M0.03%+80,88613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC513,558$12M0.02%+30,65713F-HRTimeline
Cambridge Investment Research Advisors,…490,945$11.4M0.04%+43,27213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding426,327$9.92M+38,973Timeline
Dunhill Financial, LLC405,109$9.43M4.38%+50,67113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.401,093$9.33M0.02%+66,69313F-HR/ATimelineGroup
Janney Montgomery Scott LLC333,080$7.75M0.02%+81,77513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…282,648$6.58M0.23%-25,77013F-HRTimelineGroup
CWM, LLCin group CWM, LLC237,719$5.53M0.02%+10,45113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…235,081$5.47M0.01%+3,01613F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC232,375$5.41M0.17%-13,69913F-HRTimelineGroup
Snowden Capital Advisors LLC203,215$4.73M0.15%+19,29613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC173,382$4.11M1.74%+150,24013F-HRTimeline
Atria Wealth Solutions, Inc.173,139$4.03M0.04%+11,87513F-HRTimeline
HARBOUR INVESTMENTS, INC.160,533$3.74M0.11%+30,91813F-HRTimeline
PCG Wealth Advisors, LLC146,761$3.42M1.26%-1,57313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…141,216$3.29M0.01%+20,50013F-HRTimelineGroup
Janney Capital Management LLC129,004$3M0.2%-6,05413F-HRTimeline
Integrated Wealth Concepts LLC121,716$2.83M0.03%+7,19613F-HRTimeline
One Capital Management, LLC115,049$2.68M0.09%new13F-HRTimeline
D.A. DAVIDSON & CO.108,179$2.52M0.02%+5,30313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding101,452$2.36M+10,368Timeline
Merkkuri Wealth Advisors LLC100,493$2.34M1.85%+8,69013F-HRTimeline
IHT Wealth Management, LLC99,364$2.31M0.07%+5,76713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,384$2.29M<0.01%+16,74713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.96,487$2.25M0.02%+10,17613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.91,673$2.13M0.01%+13,32213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,888$2.11M0.05%+95313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC85,400$1.99M0.15%+56,50013F-HRTimeline
Capital Investment Advisory Services, L…77,717$1.81M0.17%+8,79013F-HRTimeline
OneDigital Investment Advisors LLC77,517$1.8M0.02%+13,02513F-HRTimeline
Prospera Financial Services Inc77,459$1.8M0.04%+14,83313F-HRTimeline
Perennial Investment Advisors, LLC75,631$1.76M0.21%+36,55013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC74,677$1.74M<0.01%-9,20113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC74,563$1.74M0.66%+9,75313F-HRTimeline
RiverTree Advisors, LLC71,420$1.66M1.09%-49,84213F-HRTimeline
NWF Advisory Services Inc.68,068$1.58M0.23%new13F-HRTimeline
Beacon Pointe Advisors, LLC68,061$1.58M0.02%-4,69813F-HRTimeline
Arax Advisory Partners67,978$1.58M0.1%new13F-HRTimeline
Anchor Capital Management Group Inc67,000$1.56M0.56%13F-HRTimeline
Western Wealth Management, LLC64,275$1.5M0.1%-2,20013F-HR/ATimeline
Avior Wealth Management, LLC62,702$1.46M0.05%+5,21713F-HRTimeline
LVZ, Inc.59,749$1.39M0.18%+18,06013F-HRTimeline
Sequent Planning LLC56,867$1.32M0.49%-75313F-HRTimeline
American Institute for Advanced Investm…50,960$1.19M0.88%-4,45013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC46,685$1.09M1.89%13F-HRTimeline
Boyce & Associates Wealth Consulting, I…45,467$1.06M1.07%+19,41313F-HRTimeline
AE Wealth Management LLC44,581$1.04M0.01%+3,90913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,141$1M0.05%+5,35513F-HRTimeline
Accel Wealth Management42,679$993K0.38%+15,67913F-HRTimeline
Onyx Bridge Wealth Group LLC41,810$973K0.14%-47,18013F-HRTimeline
Ausdal Financial Partners, Inc.39,378$916K0.08%+4,24813F-HRTimeline
MML INVESTORS SERVICES, LLC39,122$910K<0.01%+93613F-HRTimeline
Quad-Cities Investment Group, LLC38,706$901K0.44%+5,44113F-HRTimeline
OLD MISSION CAPITAL LLC35,812$833K0.02%-11,48913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,738$832K0.01%+5,34713F-HRTimelineGroup
RFG Advisory, LLC35,641$829K0.02%+2,72413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,309$822K0.01%+51913F-HRTimelineGroup
TFB Advisors LLC34,639$806K0.23%+11,33813F-HRTimeline
NewEdge Advisors, LLC34,149$795K<0.01%+4,02513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,002$792K0.07%new13F-HRTimeline
Householder Group Estate & Retirement S…33,901$788K0.59%-3,99213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33,129$771K<0.01%+2,61113F-HRTimelineGroup
MGO ONE SEVEN LLC33,030$769K0.03%new13F-HRTimeline
Sovran Advisors, LLC33,265$768K0.11%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,367$707K<0.01%+6,61213F-HRTimelineGroup
Golden State Wealth Management, LLC29,919$696K0.1%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,881$695K0.02%-54413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC28,578$665K0.02%+12,73213F-HRTimeline
Geneos Wealth Management Inc.27,795$647K0.02%+3,25413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,360$637K0.03%+60013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,782$623K0.05%+9,91013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.26,750$622K0.25%013F-HRTimeline
Authentikos Wealth Advisory, LLC25,036$583K0.58%-1,09713F-HRTimeline
Independent Wealth Network Inc.23,702$552K0.22%+1,54513F-HRTimeline
IFP Advisors, Inc22,279$518K0.02%+1,45513F-HRTimeline
Cyndeo Wealth Partners, LLC21,508$500K0.03%-35813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,737$483K0.03%-3,72313F-HR/ATimelineGroup
Insight Advisors, LLC/ PA19,317$451K0.08%-3,22613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,029$443K<0.01%+93213F-HRTimelineGroup
Thompson David Blair18,354$427K0.31%13F-HRTimeline
HBW ADVISORY SERVICES LLC17,806$414K0.04%new13F-HRTimeline
Treasure Coast Financial Planning17,640$410K0.27%+2,50013F-HRTimeline
Core Wealth Partners LLC17,452$406K0.23%new13F-HRTimeline
Legacy Investment Solutions, LLC17,182$405K0.27%+7,94613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17,182$405K0.27%+7,94613F-HRTimelineGroup
Sanctuary Advisors, LLC17,009$402K<0.01%013F-HRTimeline
Advisory Services Network, LLC16,942$394K0.01%new13F-HRTimeline
Redmond Asset Management, LLC16,814$391K0.1%+2,88813F-HRTimeline
Gladstone Institutional Advisory LLC15,453$360K0.02%+1,56213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,198$354K1.47%-12,63013F-HRTimeline
J.W. COLE ADVISORS, INC.15,096$351K0.01%+3,46313F-HRTimeline
CHANNEL WEALTH LLC15,094$351K0.11%+1,81113F-HRTimeline
SMITH, MOORE & CO.15,024$350K0.03%013F-HRTimeline
Castle Rock Wealth Management, LLC14,670$348K0.08%+84513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC14,974$345K0.2%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…14,384$341K0.02%+25913F-HRTimeline
BlueChip Wealth Advisors LLC14,362$334K0.19%-1,56213F-HRTimeline
Tyler-Stone Wealth Management14,023$326K0.06%new13F-HRTimeline
Private Advisor Group, LLC13,841$322K<0.01%-14,81313F-HRTimeline
TAP Consulting, LLC13,516$315K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…13,360$311K<0.01%+10,34713F-HRTimeline
Perigon Wealth Management, LLC13,244$310K0.01%+6013F-HRTimeline
Insight Wealth Strategies, LLC13,138$306K0.04%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,463$290K<0.01%+59113F-HRTimelineGroup
Foundations Investment Advisors, LLC12,411$289K0.01%+23913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,376$288K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp11,877$276K0.01%+78813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,818$275K<0.01%+1,74313F-HRTimelineGroup
Kraft, Davis & Associates, LLC11,294$267K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,255$262K0.01%+3,74913F-HRTimelineGroup
Barnes Wealth Management Group, Inc10,767$251K0.17%13F-HRTimeline
Arete Wealth Advisors, LLC10,525$245K0.02%+18413F-HRTimeline
Gateway Wealth Partners, LLC10,262$239K0.06%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,147$236K0.13%+14313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,964$232K0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,785$228K0.01%new13F-HRTimeline
CoreCap Advisors, LLC9,720$226K0.01%+1,67813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,481$226K<0.01%new13F-HRTimelineGroup
Valley Brook Capital Group, Inc.9,626$224K0.17%+2613F-HRTimeline
PRIVATE TRUST CO NA9,353$218K0.02%+8,35313F-HRTimeline
Ferguson Shapiro LLC9,305$217K0.08%new13F-HRTimeline
Atria Investments, Inc8,697$202K<0.01%-2,42213F-HRTimeline
Aptus Capital Advisors, LLC6,709$156K<0.01%+2613F-HRTimeline
GeoWealth Management, LLC6,394$149K<0.01%-5413F-HRTimeline
CENTAURUS FINANCIAL, INC.5,682$132K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,579$130K<0.01%-5,84513F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC5,498$128K0.02%+1,15213F-HRTimeline
Global Retirement Partners, LLC3,279$76.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,803$65.2K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.2,633$61.3K0.06%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,200$51.2K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,165$50.4K<0.01%-2413F-HRTimeline
COMERICA BANK2,071$48.2K<0.01%-3,34913F-HR/ATimeline
SBI Securities Co., Ltd.1,185$27.6K<0.01%13F-HRTimeline
GAMMA Investing LLC913$21.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC863$20.1K0.01%-1,43713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…721$16.8K<0.01%new13F-HRTimelineGroup
Investors Research Corp398$9.26K<0.01%-80313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO331$7.7K<0.01%-181,78513F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC128$2.98K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC108$2.5K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$233<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1$23<0.01%013F-HRTimelineGroup