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First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF

44 hedge funds and large institutions have $22.8M invested in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

3.55% more ownership

Funds ownership: 29.96%33.5% (+3.5%)

2% less funds holding

Funds holding: 4544 (-1)

11% less capital invested

Capital invested by funds: $25.7M → $22.8M (-$2.96M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
8
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
26
Ameritas Investment Company
Nebraska
$85K +$103K +4,912 New
Morgan Stanley
27
Morgan Stanley
New York
$71K -$17.2K -819 -17%
US Bancorp
28
US Bancorp
Minnesota
$65K -$18K -857 -19%
SF
29
Synovus Financial
Georgia
$62K +$75.5K +3,591 New
UBS Group
30
UBS Group
Switzerland
$60K -$25.2K -1,198 -26%
CFGS
31
Concourse Financial Group Securities
Alabama
$32K +$18.3K +871 +87%
WEC
32
Winslow Evans & Crocker
Massachusetts
$26K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$20K -$9.86K -469 -29%
HI
34
Hoey Investments
Pennsylvania
$17K
GI
35
Gradient Investments
Minnesota
$13K
OPS
36
Orion Portfolio Solutions
Nebraska
$12K +$14.4K +685 New
BEI
37
Benjamin Edwards Inc
Missouri
$11K +$13.6K +647 New
NFG
38
Next Financial Group
Texas
$8K
APA
39
American Portfolios Advisors
New York
$7.76K -$2.33K -111 -20%
TRCT
40
Tower Research Capital (TRC)
New York
$6K +$7K +333 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.44K +211 New
HWA
42
HCR Wealth Advisors
California
$2K
IA
43
IFP Advisors
Florida
$2K
MML Investors Services
44
MML Investors Services
Massachusetts
-$942K -41,282 Closed
WEPOG
45
Wealth Enhancement & Preservation of GA
Georgia
-$625K -28,014 Closed
WA
46
Wealth Advisors
California
-$617K -27,000 Closed
LA
47
LexAurum Advisors
Kansas
-$503K -22,027 Closed
RFN
48
RDA Financial Network
Iowa
-$384K -16,929 Closed
IWM
49
IHT Wealth Management
Illinois
-$337K -14,787 Closed
Truist Financial
50
Truist Financial
North Carolina
-$229K -10,021 Closed

FTHI Hedge Fund Activity: Q1 2020 in Review

44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) for Q1 2020, worth a combined $22.8M — down 11% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTHI positions and 10 closed out — a net gain of 1 holder — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $799K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.04M.

  • 44 institutional investors held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) as of Q1 2020, down from 45 in Q4 2019.
  • Funds reported $22.8M of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 11 funds opened new First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF positions in Q1 2020 and 10 closed out, a net change of +1 holder.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF buyer in Q1 2020 was Lucia Wealth Services, an estimated $799K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2020.