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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
IAIM
1
International Assets Investment Management
Florida
$6.59M +$4.44M +211,049 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.52M +$208K +9,895 +5%
LPL Financial
3
LPL Financial
California
$2.48M +$74.6K +3,545 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.16M -$138K -6,558 -9%
RJA
5
Raymond James & Associates
Florida
$924K -$95K -4,515 -8%
DADC
6
D.A. Davidson & Co
Montana
$803K +$159K +7,539 +19%
9WM
7
9258 Wealth Management
Ohio
$655K -$32.6K -1,551 -4%
LWS
8
Lucia Wealth Services
California
$655K +$799K +37,982 New
Osaic Holdings
9
Osaic Holdings
Arizona
$608K +$731K +34,761 New
PAG
10
Private Advisor Group
New Jersey
$559K -$288K -13,710 -30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$494K -$1.04M -49,535 -63%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$481K -$100K -4,753 -15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$411K +$14.1K +669 +3%
Stifel Financial
14
Stifel Financial
Missouri
$403K +$73.1K +3,477 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$379K +$102K +4,842 +28%
GVAG
16
Great Valley Advisor Group
Delaware
$286K +$348K +16,567 New
Jane Street
17
Jane Street
New York
$283K -$601K -28,559 -64%
FHC
18
First Heartland Consultants
Missouri
$260K
FAAS
19
First Allied Advisory Services
California
$255K -$35.1K -1,669 -10%
GWM
20
Geneos Wealth Management
Colorado
$238K -$40K -1,900 -12%
CA
21
Cetera Advisors
Colorado
$226K -$10.5K -501 -4%
CCFM
22
Clear Creek Financial Management
Washington
$208K -$10.9K -516 -4%
Wells Fargo
23
Wells Fargo
California
$155K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$152K +$94K +4,470 +102%
CIAS
25
Capital Investment Advisory Services
North Carolina
$97K -$16.8K -800 -12%

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.