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

18 hedge funds and large institutions have $23M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

82% more capital invested

Capital invested by funds: $12.7M → $23M (+$10.3M)

20% more funds holding

Funds holding: 1518 (+3)

10.1% more ownership

Funds ownership: 66.82%76.92% (+10%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1
Laurel Wealth Advisors (California)
California
$9.74M +$4.58M +249,029 +86%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$5.95M +$6.07M +329,901 New
LPL Financial
3
LPL Financial
California
$2.59M +$919K +49,997 +54%
SFS
4
Sowell Financial Services
Arkansas
$1.32M +$161K +8,752 +14%
AWM
5
Avaii Wealth Management
Wisconsin
$1.16M +$35.9K +1,951 +3%
AAS
6
Ameritas Advisory Services
Nebraska
$909K +$126K +6,851 +16%
OMC
7
Old Mission Capital
Illinois
$605K +$617K +33,533 New
Osaic Holdings
8
Osaic Holdings
Arizona
$248K +$123K +6,712 +95%
GM
9
GeoWealth Management
Illinois
$184K +$188K +10,220 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$138K +$68.7K +3,738 +96%
CIAS
11
Capital Investment Advisory Services
North Carolina
$114K +$55.9K +3,039 +93%
GWM
12
Geneos Wealth Management
Colorado
$41.5K
MCC
13
Money Concepts Capital
Florida
$14.3K +$14.5K +790 New
IA
14
IFP Advisors
Florida
$2K -$14.6K -793 -88%
PAG
15
Private Advisor Group
New Jersey
$1.95K -$60.9K -3,313 -3%
Wells Fargo
16
Wells Fargo
California
$18
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$16
NA
18
NewEdge Advisors
Louisiana
$13 +$13.2K +719 New
Jane Street
19
Jane Street
New York
-$310K -17,149 Closed
GWSG
20
GPS Wealth Strategies Group
Colorado
-$19K -1,055 Closed

FTQI Hedge Fund Activity: Q4 2022 in Review

18 of the 6,222 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 Q4 2022, worth a combined $23M — up 82% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTQI positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $6.07M. The largest seller was Jane Street, exiting entirely with an estimated $310K sold.

  • 18 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $23M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q4 2022, up 82% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q4 2022 was Rockefeller Capital Management, an estimated $6.07M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q4 2022 was Jane Street, an estimated $310K sold.

Based on aggregated 13F filings for Q4 2022.