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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
LPL Financial
1
LPL Financial
California
$58.6M +$17.7M +852,563 +45%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.1M +$4.13M +199,176 +17%
RJA
3
Raymond James & Associates
Florida
$10.1M +$978K +47,120 +11%
RIG
4
RiverFront Investment Group
Virginia
$7.72M -$367K -17,695 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.62M +$1.43M +68,733 +29%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.83M +$569K +27,410 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.51M +$1.01M +48,524 +23%
Jane Street
8
Jane Street
New York
$5.44M +$5.29M +254,788 New
DF
9
Dunhill Financial
United Kingdom
$5.37M +$4.26M +205,240 +327%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.91M +$941K +45,321 +25%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$4.4M +$949K +45,700 +29%
AAS
12
Ameritas Advisory Services
Nebraska
$4.24M -$73.4K -3,534 -2%
CA
13
Cetera Advisors
Colorado
$3.61M +$204K +9,820 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.38M +$218K +10,493 +7%
PFS
15
Prospera Financial Services
Texas
$3.29M +$206K +9,921 +7%
KAS
16
Kestra Advisory Services
Texas
$3.28M -$7.12M -343,190 -69%
JCM
17
Janney Capital Management
Pennsylvania
$3.08M +$3M +144,387 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.79M -$119K -5,745 -4%
IF
19
Intrua Financial
Texas
$2.68M +$2.61M +125,547 New
MML Investors Services
20
MML Investors Services
Massachusetts
$2.57M +$842K +40,562 +51%
Truist Financial
21
Truist Financial
North Carolina
$2.47M -$81.8K -3,942 -3%
Cerity Partners
22
Cerity Partners
New York
$2.46M +$2.39M +115,355 New
AWS
23
Atria Wealth Solutions
New York
$2.26M +$174K +8,385 +9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.23M +$1.13M +54,550 +109%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.21M -$80.4K -3,871 -4%

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.