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

17 hedge funds and large institutions have $12.1M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less funds holding

Funds holding: 1817 (-1)

35.41% less ownership

Funds ownership: 76.92%41.51% (-35%)

48% less capital invested

Capital invested by funds: $23M → $12.1M (-$11M)

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.47M +$685K +36,030 +25%
PAG
2
Private Advisor Group
New Jersey
$2.12M +$18.6K +977 +0.9%
SFS
3
Sowell Financial Services
Arkansas
$1.94M +$519K +27,317 +37%
AAS
4
Ameritas Advisory Services
Nebraska
$1.33M +$355K +18,665 +37%
AWM
5
Avaii Wealth Management
Wisconsin
$1.25M -$190 -10 -0%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$409K +$402K +21,132 New
Jane Street
7
Jane Street
New York
$398K +$391K +20,554 New
OMC
8
Old Mission Capital
Illinois
$312K -$331K -17,419 -52%
Osaic Holdings
9
Osaic Holdings
Arizona
$274K +$7K +368 +3%
GM
10
GeoWealth Management
Illinois
$196K -$2.4K -126 -1%
CIAS
11
Capital Investment Advisory Services
North Carolina
$178K +$54.6K +2,874 +46%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$72K -$74.2K -3,902 -51%
GWM
13
Geneos Wealth Management
Colorado
$44.6K
SWM
14
Spire Wealth Management
Virginia
$25.2K +$24.7K +1,300 New
GWSG
15
GPS Wealth Strategies Group
Colorado
$20.4K +$20.1K +1,055 New
NA
16
NewEdge Advisors
Louisiana
$13.9K
Wells Fargo
17
Wells Fargo
California
$32
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
-$5.95M -329,901 Closed
MCC
19
Money Concepts Capital
Florida
-$14.3K -790 Closed
IA
20
IFP Advisors
Florida
-$2K -110 Closed
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
-$16 -1 Closed

FTQI Hedge Fund Activity: Q1 2023 in Review

17 of the 6,276 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 Q1 2023, worth a combined $12.1M — down 48% from $23M a quarter earlier.

Fund positioning in FTQI was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $685K. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $5.95M sold.

  • 17 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q1 2023, down from 18 in Q4 2022.
  • Funds reported $12.1M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q1 2023, down 48% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q1 2023 was LPL Financial, an estimated $685K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q1 2023 was Rockefeller Capital Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q1 2023.