First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
31 hedge funds and large institutions have $45.1M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
29% more capital invested
Capital invested by funds: $34.9M → $45.1M (+$10.1M)
24% more funds holding
Funds holding: 25 → 31 (+6)
14.39% less ownership
Funds ownership: 70.57% → 56.18% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.25M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$937K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$479K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$479K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$263K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$177K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$76K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$45.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
26
GPS Wealth Strategies Group
Centennial,
Colorado
| $39.1K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $38.7K | +$40.1K | +2,050 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $28.9K | +$29.9K | +1,532 | New |
|
|
CIA
29
Cape Investment Advisory
Mcdonough,
Georgia
| $28.3K | +$29.3K | +1,500 | New |
|
|
SWM
30
Spire Wealth Management
Mclean,
Virginia
| $24.5K | – | – | – |
|
|
DFA
31
DHJJ Financial Advisors
Naperville,
Illinois
| $284 | +$293 | +15 | New |
|
32
Wells Fargo
San Francisco,
California
| $7 | -$20 | -1 | Closed |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$263K | -13,262 | Closed |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| – | -$45.6K | -2,300 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$29.5K | -1,489 | Closed |
|
FTQI Hedge Fund Activity: Q3 2023 in Review
31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) for Q3 2023, worth a combined $45.1M — up 29% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTQI positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.85M. The largest seller was Integrated Wealth Concepts, cutting an estimated $479K.
- 31 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $45.1M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q3 2023, up 29% quarter-over-quarter.
- 10 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q3 2023 and 4 closed out, a net change of +6 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q3 2023 was LPL Financial, an estimated $6.85M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q3 2023 was Integrated Wealth Concepts, an estimated $479K sold.
Based on aggregated 13F filings for Q3 2023.