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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
FPWM
51
FSB Premier Wealth Management
Iowa
$564K -$5.19K -250 -0.9%
AWM
52
Accel Wealth Management
Iowa
$514K +$499K +24,060 New
PAG
53
Private Advisor Group
New Jersey
$501K -$260K -12,510 -35%
IA
54
Insight Advisors
Pennsylvania
$475K +$55.4K +2,667 +14%
BW
55
Bison Wealth
Georgia
$448K -$45.4K -2,185 -9%
EH
56
Equitable Holdings
New York
$440K +$47.4K +2,284 +12%
AAS
57
Avantax Advisory Services
Texas
$438K +$426K +20,521 New
HI
58
Harbour Investments
Wisconsin
$433K +$412K +19,839 +4,701%
Ameriprise
59
Ameriprise
Minnesota
$408K +$396K +19,082 New
NA
60
NewEdge Advisors
Louisiana
$397K +$38.1K +1,834 +11%
SMF
61
Sterling Manor Financial
New York
$371K +$361K +17,380 New
FIA
62
Foundations Investment Advisors
Arizona
$365K +$39.1K +1,882 +13%
AFP
63
Ausdal Financial Partners
Iowa
$360K -$11.8K -567 -3%
OMC
64
Old Mission Capital
Illinois
$359K +$349K +16,796 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$309K +$300K +14,454 New
TCFP
66
Treasure Coast Financial Planning
Florida
$303K +$49.8K +2,400 +20%
IAIM
67
International Assets Investment Management
Florida
$302K +$294K +14,160 New
BWA
68
BlueChip Wealth Advisors
Georgia
$294K +$285K +13,747 New
PWM
69
Perigon Wealth Management
California
$267K +$260K +12,520 New
GIA
70
Gladstone Institutional Advisory
Florida
$266K +$8.26K +398 +3%
SMC
71
Smith, Moore & Co
Missouri
$249K +$242K +11,674 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$235K -$18.5K -893 -8%
IWN
73
Independent Wealth Network
Iowa
$225K +$219K +10,552 New
CW
74
Channel Wealth
California
$211K +$205K +9,873 New
IFG
75
Independent Financial Group
California
$210K +$540 +26 +0.3%

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.