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

95 hedge funds and large institutions have $222M invested in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

37% more capital invested

Capital invested by funds: $162M → $222M (+$59.5M)

25% more funds holding

Funds holding: 7695 (+19)

3.95% less ownership

Funds ownership: 62.48%58.53% (-4%)

Holders
95
Holders Change
+19
Holders Change %
+25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
45
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.95M +$88.6K +4,270 +5%
BPA
27
Beacon Pointe Advisors
California
$1.81M -$827K -39,836 -32%
IWM
28
IHT Wealth Management
Illinois
$1.63M +$976K +47,014 +161%
AWM
29
AE Wealth Management
Kansas
$1.5M +$190K +9,156 +15%
LNC
30
Lincoln National Corp
Pennsylvania
$1.45M +$241K +11,624 +21%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.44M +$639K +30,781 +84%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$1.34M +$177K +8,549 +16%
WWM
33
Western Wealth Management
Colorado
$1.34M -$201K -9,665 -13%
NFG
34
Nations Financial Group
Iowa
$1.31M +$22.5K +1,086 +2%
CAN
35
Cetera Advisor Networks
California
$1.27M +$508K +24,488 +70%
SCA
36
Snowden Capital Advisors
New York
$1.26M +$555K +26,757 +83%
HGERS
37
Householder Group Estate & Retirement Specialist
Arizona
$1.18M +$87.4K +4,209 +8%
OIA
38
OneDigital Investment Advisors
Kansas
$1.1M +$457K +22,000 +75%
PS
39
Principal Securities
Iowa
$1.09M +$1.06M +50,927 New
CAG
40
Csenge Advisory Group
Florida
$1.08M +$187K +8,995 +22%
AIFAIM
41
American Institute for Advanced Investment Management
Arizona
$963K +$297K +14,314 +47%
ECA
42
Elevated Capital Advisors
Utah
$755K +$308K +14,830 +72%
RA
43
RFG Advisory
Alabama
$710K +$690K +33,230 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$675K +$162K +7,795 +33%
KPWS
45
Kestra Private Wealth Services
Texas
$664K +$645K +31,090 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$660K +$641K +30,889 New
CIA
47
Concurrent Investment Advisors
Florida
$628K +$610K +29,404 New
DADC
48
D.A. Davidson & Co
Montana
$626K +$608K +29,309 New
QCIG
49
Quad-Cities Investment Group
Iowa
$583K +$90.9K +4,378 +19%
LI
50
LVZ Inc
Michigan
$571K +$130K +6,250 +31%

FTHI Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) for Q4 2023, worth a combined $222M — up 37% from $162M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTHI positions and 7 closed out — a net gain of 20 holders — while 45 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Kestra Advisory Services, cutting an estimated $7.12M.

  • 95 institutional investors held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $222M of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF positions in Q4 2023 and 7 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF buyer in Q4 2023 was LPL Financial, an estimated $17.7M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF seller in Q4 2023 was Kestra Advisory Services, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2023.