We are live on ! Find out more
FTQI icon

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

45 hedge funds and large institutions have $55M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

45% more funds holding

Funds holding: 3145 (+14)

22% more capital invested

Capital invested by funds: $45.1M → $55M (+$9.93M)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

15.69% less ownership

Funds ownership: 56.18%40.5% (-16%)

Holders
45
Holders Change
+14
Holders Change %
+45.16%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.6M +$3.85M +199,119 +29%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.1M -$253K -13,097 -2%
HI
3
Harbour Investments
Wisconsin
$4.57M -$52.6K -2,719 -1%
SWP
4
Significant Wealth Partners
Illinois
$2.1M +$2.05M +106,135 New
PAG
5
Private Advisor Group
New Jersey
$2.1M -$4.27K -221 -0.2%
SFS
6
Sowell Financial Services
Arkansas
$1.57M -$14.9K -771 -1%
SCA
7
Snowden Capital Advisors
New York
$1.32M +$928K +48,019 +261%
AWM
8
Avaii Wealth Management
Wisconsin
$1.21M +$8.24K +426 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.16M +$561K +29,034 +99%
AAS
10
Ameritas Advisory Services
Nebraska
$900K -$1.36M -70,350 -61%
ECA
11
Elevated Capital Advisors
Utah
$889K +$37.1K +1,921 +4%
MML Investors Services
12
MML Investors Services
Massachusetts
$753K +$735K +37,996 New
OL
13
Owen LaRue
Kentucky
$721K +$23.3K +1,206 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$651K -$167K -8,659 -21%
DADC
15
D.A. Davidson & Co
Montana
$593K +$579K +29,926 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$515K +$200K +10,333 +66%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$514K +$386K +19,948 +332%
VCM
18
Virtue Capital Management
Tennessee
$497K +$489K +25,280 New
WIA
19
World Investment Advisors
California
$486K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$450K +$244K +12,618 +125%
Goldman Sachs
21
Goldman Sachs
New York
$441K +$430K +22,237 New
Truist Financial
22
Truist Financial
North Carolina
$435K +$424K +21,952 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$429K +$418K +21,626 New
NA
24
NewEdge Advisors
Louisiana
$424K -$64.5K -3,337 -13%
CIAS
25
Capital Investment Advisory Services
North Carolina
$368K +$141K +7,274 +64%

FTQI Hedge Fund Activity: Q4 2023 in Review

45 of the 6,860 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 2023, worth a combined $55M — up 22% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTQI positions and 2 closed out — a net gain of 14 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.85M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $3.45M sold.

  • 45 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $55M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q4 2023 and 2 closed out, a net change of +14 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q4 2023 was LPL Financial, an estimated $3.85M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q4 2023 was Prospera Financial Services, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2023.