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

76 hedge funds and large institutions have $162M invested in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $130M → $162M (+$31.9M)

12% more funds holding

Funds holding: 6876 (+8)

2.08% less ownership

Funds ownership: 64.56%62.48% (-2.1%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$303K +$312K +14,858 New
T
52
TRUADVICE
Florida
$281K -$27.8K -1,325 -9%
GIA
53
Gladstone Institutional Advisory
Florida
$246K +$253K +12,043 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$243K -$1.97K -94 -0.8%
TCFP
55
Treasure Coast Financial Planning
Florida
$240K
RJT
56
Raymond James Trust
Florida
$237K -$88.5K -4,221 -27%
IFG
57
Independent Financial Group
California
$201K +$206K +9,828 New
BEI
58
Benjamin Edwards Inc
Missouri
$178K +$5.81K +277 +3%
IA
59
IFP Advisors
Florida
$159K -$131K -6,268 -45%
GWM
60
Geneos Wealth Management
Colorado
$136K
RCM
61
Raleigh Capital Management
North Carolina
$58.1K +$20.8K +992 +54%
GRP
62
Global Retirement Partners
California
$53.7K +$608 +29 +1%
SPIA
63
Steward Partners Investment Advisory
New York
$29.1K +$29.9K +1,425 New
Morgan Stanley
64
Morgan Stanley
New York
$22.5K -$7.44K -355 -24%
PTC
65
Private Trust Company
Ohio
$20.4K
AssetMark Inc
66
AssetMark Inc
California
$19.7K +$20.2K +963 New
GI
67
Gradient Investments
Minnesota
$15.4K
IHWM
68
Iron Horse Wealth Management
Iowa
$11.2K +$11.5K +547 New
WWP
69
WR Wealth Planners
Missouri
$9.76K
HI
70
Harbour Investments
Wisconsin
$8.61K
Simplex Trading
71
Simplex Trading
Illinois
$8K +$8.39K +400 New
NS
72
NBC Securities
Alabama
$4K +$4.72K +225 New
JP Morgan Chase
73
JP Morgan Chase
New York
$2.67K +$2.22K +106 +424%
DFA
74
DHJJ Financial Advisors
Illinois
$205 +$210 +10 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$41 +$42 +2 New

FTHI Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) for Q3 2023, worth a combined $162M — up 24% from $130M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTHI positions and 10 closed out — a net gain of 9 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.4M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $5.04M sold.

  • 76 institutional investors held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $162M of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF positions in Q3 2023 and 10 closed out, a net change of +9 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF buyer in Q3 2023 was LPL Financial, an estimated $12.4M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF seller in Q3 2023 was International Assets Investment Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2023.