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

66 hedge funds and large institutions have $107M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

14% more capital invested

Capital invested by funds: $93.9M → $107M (+$13.5M)

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2.03% less ownership

Funds ownership: 25.99%23.96% (-2%)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
32
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.1M +$3.84M +190,107 +15%
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.3M +$1.06M +52,767 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.83M +$7.15M +354,416 +283%
AAS
4
Ameritas Advisory Services
Nebraska
$5.21M +$732K +36,261 +17%
SCA
5
Snowden Capital Advisors
New York
$4.52M +$1.42M +70,419 +47%
FTS
6
Fifth Third Securities
Ohio
$4.24M +$410K +20,317 +11%
TI
7
TrueMark Investments
Illinois
$2.97M -$387K -19,166 -12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.88M +$416K +20,613 +17%
RA
9
RiverTree Advisors
Florida
$2.55M -$215K -10,652 -8%
PAG
10
Private Advisor Group
New Jersey
$2.17M -$30.6K -1,516 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.03M +$53.8K +2,664 +3%
SFS
12
Sowell Financial Services
Arkansas
$1.73M -$8.35K -414 -0.5%
AAS
13
Avantax Advisory Services
Texas
$1.72M +$320K +15,871 +23%
DADC
14
D.A. Davidson & Co
Montana
$1.67M -$48.7K -2,413 -3%
Mariner
15
Mariner
Kansas
$1.64M +$1.38M +68,626 +595%
Stifel Financial
16
Stifel Financial
Missouri
$1.64M +$762K +37,786 +90%
HI
17
Harbour Investments
Wisconsin
$1.09M -$3.37M -167,166 -76%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.07M -$14.1K -701 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.06M +$316K +15,637 +43%
Truist Financial
20
Truist Financial
North Carolina
$987K +$345K +17,090 +55%
ECA
21
Elevated Capital Advisors
Utah
$981K +$6.09K +302 +0.6%
IWM
22
IHT Wealth Management
Illinois
$976K +$80.6K +3,993 +9%
CIAS
23
Capital Investment Advisory Services
North Carolina
$964K +$199K +9,853 +26%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$959K +$47.2K +2,341 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$882K +$38K +1,883 +5%

FTQI Hedge Fund Activity: Q3 2024 in Review

66 of the 6,965 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 Q3 2024, worth a combined $107M — up 14% from $93.9M a quarter earlier.

Fund positioning in FTQI was balanced in Q3 2024: 9 funds opened new positions, 9 closed out, 32 added to existing stakes and 18 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.15M. The largest seller was Harbour Investments, cutting an estimated $3.37M.

  • 66 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $107M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q3 2024 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $7.15M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q3 2024 was Harbour Investments, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2024.