First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
10 hedge funds and large institutions have $3.15M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
2.52% less ownership
Funds ownership: 55.11% → 52.59% (-2.5%)
16% less capital invested
Capital invested by funds: $3.74M → $3.15M (-$596K)
23% less funds holding
Funds holding: 13 → 10 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$131K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$48.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$30.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$990 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$358K |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$228K |
| 3 |
LPL Financial
San Diego,
California
|
-$201K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$52K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$39.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
1
Private Advisor Group
Morristown,
New Jersey
| $1.02M | +$131K | +6,640 | +15% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $909K | +$12.4K | +628 | +1% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $758K | +$48.1K | +2,428 | +7% |
|
|
4
LPL Financial
San Diego,
California
| $370K | -$201K | -10,132 | -35% |
|
|
5
UBS Group
Zurich,
Switzerland
| $70K | +$30.7K | +1,553 | +80% |
|
6
US Bancorp
Minneapolis,
Minnesota
| $15K | – | – | – |
|
7
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $3.72K | -$39.5K | -1,995 | -91% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$990 | +50 | New |
|
|
SIA
10
Soltis Investment Advisors
St. George,
Utah
| – | -$358K | -18,463 | Closed |
|
|
BWA
11
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$228K | -11,726 | Closed |
|
|
AIC
12
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$52K | -2,685 | Closed |
|
|
WAP
13
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$28K | -1,417 | Closed |
|
FTQI Hedge Fund Activity: Q2 2020 in Review
10 of the 4,878 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 Q2 2020, worth a combined $3.15M — down 16% from $3.74M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FTQI and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Private Advisor Group, adding an estimated $131K. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $358K sold.
- 10 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q2 2020, down from 13 in Q1 2020.
- Funds reported $3.15M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q2 2020, down 16% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q2 2020 and 4 closed out, a net change of -3 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q2 2020 was Private Advisor Group, an estimated $131K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q2 2020 was Soltis Investment Advisors, an estimated $358K sold.
Based on aggregated 13F filings for Q2 2020.