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

37 hedge funds and large institutions have $27.2M invested in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $22.8M → $27.2M (+$4.42M)

5.3% more ownership

Funds ownership: 33.5%38.8% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

16% less funds holding

Funds holding: 4437 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
15
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
$8.07M +$322K +17,210 +8%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.04M +$64.1K +3,427 +2%
LPL Financial
3
LPL Financial
California
$2.72M -$73.7K -3,940 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.45M +$137K +7,314 +11%
LWS
5
Lucia Wealth Services
California
$1.08M +$329K +17,569 +46%
DADC
6
D.A. Davidson & Co
Montana
$1.04M +$131K +7,001 +15%
RJA
7
Raymond James & Associates
Florida
$960K -$80.9K -4,327 -8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$713K +$162K +8,658 +31%
Osaic Holdings
9
Osaic Holdings
Arizona
$707K +$29.1K +1,554 +4%
9WM
10
9258 Wealth Management
Ohio
$621K -$60.9K -3,255 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$603K +$579K +30,964 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$557K +$369K +19,748 +223%
PAG
13
Private Advisor Group
New Jersey
$547K -$81.3K -4,348 -13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$501K +$35.3K +1,887 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$485K +$55K +2,938 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$405K -$147K -7,849 -27%
Stifel Financial
17
Stifel Financial
Missouri
$403K -$48.4K -2,586 -11%
SPC
18
Sigma Planning Corp
Michigan
$333K +$320K +17,106 New
FHC
19
First Heartland Consultants
Missouri
$293K
FAAS
20
First Allied Advisory Services
California
$259K -$28.5K -1,521 -10%
CA
21
Cetera Advisors
Colorado
$259K +$3.01K +161 +1%
CCFM
22
Clear Creek Financial Management
Washington
$230K +$2.66K +142 +1%
GWM
23
Geneos Wealth Management
Colorado
$208K -$54.2K -2,900 -21%
UBS Group
24
UBS Group
Switzerland
$207K +$134K +7,174 +207%
Wells Fargo
25
Wells Fargo
California
$130K -$43.9K -2,349 -26%

FTHI Hedge Fund Activity: Q2 2020 in Review

37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) for Q2 2020, worth a combined $27.2M — up 19% from $22.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FTHI and 3 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $579K. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $286K sold.

  • 37 institutional investors held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) as of Q2 2020, down from 44 in Q1 2020.
  • Funds reported $27.2M of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 3 funds opened new First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF positions in Q2 2020 and 10 closed out, a net change of -7 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $579K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF seller in Q2 2020 was Great Valley Advisor Group, an estimated $286K sold.

Based on aggregated 13F filings for Q2 2020.