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

55 hedge funds and large institutions have $74.3M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 6

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

35% more capital invested

Capital invested by funds: $55M → $74.3M (+$19.3M)

22% more funds holding

Funds holding: 4555 (+10)

11.07% less ownership

Funds ownership: 40.5%29.42% (-11%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.3M +$5.01M +248,018 +28%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.7M +$167K +8,250 +1%
HI
3
Harbour Investments
Wisconsin
$4.64M -$97.7K -4,833 -2%
AAS
4
Ameritas Advisory Services
Nebraska
$2.16M +$1.26M +62,512 +139%
PAG
5
Private Advisor Group
New Jersey
$2.16M -$19.3K -953 -0.9%
SCA
6
Snowden Capital Advisors
New York
$2.08M +$708K +35,043 +53%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.03M +$1.56M +77,330 +358%
Jane Street
8
Jane Street
New York
$1.97M +$1.94M +95,942 New
SFS
9
Sowell Financial Services
Arkansas
$1.72M +$85.4K +4,223 +5%
KAS
10
Kestra Advisory Services
Texas
$1.47M +$1.15M +57,049 +390%
CA
11
Cetera Advisors
Colorado
$1.46M +$1.44M +71,300 New
DADC
12
D.A. Davidson & Co
Montana
$1.41M +$780K +38,600 +129%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.29M +$90.8K +4,490 +8%
AWM
14
Avaii Wealth Management
Wisconsin
$1.21M -$47.3K -2,339 -4%
AAS
15
Avantax Advisory Services
Texas
$1.17M +$887K +43,875 +330%
ECA
16
Elevated Capital Advisors
Utah
$978K +$55.5K +2,744 +6%
NA
17
NewEdge Advisors
Louisiana
$879K +$432K +21,388 +100%
OMC
18
Old Mission Capital
Illinois
$853K +$839K +41,514 New
MML Investors Services
19
MML Investors Services
Massachusetts
$821K +$39.6K +1,959 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$816K +$140K +6,911 +21%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$741K +$270K +13,337 +59%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$698K +$162K +8,027 +31%
IWM
23
IHT Wealth Management
Illinois
$650K +$639K +31,637 New
VCM
24
Virtue Capital Management
Tennessee
$597K +$80.9K +4,000 +16%
CAN
25
Cetera Advisor Networks
California
$558K +$180K +8,908 +49%

FTQI Hedge Fund Activity: Q1 2024 in Review

55 of the 6,943 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 2024, worth a combined $74.3M — up 35% from $55M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTQI positions and 3 closed out — a net gain of 10 holders — while 31 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.01M. The largest seller was Significant Wealth Partners, exiting entirely with an estimated $2.1M sold.

  • 55 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q1 2024, up from 45 in Q4 2023.
  • Funds reported $74.3M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q1 2024 was LPL Financial, an estimated $5.01M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q1 2024 was Significant Wealth Partners, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2024.