We are live on ! Find out more
FTQI icon

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

80 hedge funds and large institutions have $140M invested in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

30% more capital invested

Capital invested by funds: $107M → $140M (+$32.5M)

21% more funds holding

Funds holding: 6680 (+14)

2.01% more ownership

Funds ownership: 23.96%25.96% (+2%)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
35
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$34.8M +$5.21M +249,678 +18%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.3M +$12.3M +590,743 +123%
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.8M +$351K +16,817 +3%
FTS
4
Fifth Third Securities
Ohio
$9.21M +$4.91M +235,437 +114%
AAS
5
Ameritas Advisory Services
Nebraska
$6.04M +$746K +35,755 +14%
SCA
6
Snowden Capital Advisors
New York
$5.1M +$510K +24,472 +11%
SFS
7
Sowell Financial Services
Arkansas
$2.76M +$1M +48,143 +57%
PAG
8
Private Advisor Group
New Jersey
$2.37M +$168K +8,065 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.24M -$691K -33,121 -24%
AAS
10
Avantax Advisory Services
Texas
$2.03M +$287K +13,755 +16%
Stifel Financial
11
Stifel Financial
Missouri
$2.03M +$367K +17,616 +22%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.02M +$943K +45,208 +87%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.9M -$165K -7,893 -8%
TI
14
TrueMark Investments
Illinois
$1.87M -$1.15M -55,249 -38%
IFG
15
Independent Financial Group
California
$1.8M +$1.15M +55,064 +175%
HI
16
Harbour Investments
Wisconsin
$1.75M +$636K +30,510 +57%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.64M +$552K +26,459 +50%
DADC
18
D.A. Davidson & Co
Montana
$1.64M -$66.1K -3,168 -4%
Mariner
19
Mariner
Kansas
$1.61M -$60.6K -2,907 -4%
ACMG
20
Anchor Capital Management Group
California
$1.54M +$1.54M +74,000 New
Truist Financial
21
Truist Financial
North Carolina
$1.25M +$248K +11,881 +25%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.14M +$160K +7,678 +16%
IWM
23
IHT Wealth Management
Illinois
$1.11M +$116K +5,582 +12%
ECA
24
Elevated Capital Advisors
Utah
$996K -$1.46K -70 -0.1%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$957K -$17.8K -852 -2%

FTQI Hedge Fund Activity: Q4 2024 in Review

80 of the 7,593 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 2024, worth a combined $140M — up 30% from $107M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTQI positions and 5 closed out — a net gain of 15 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.3M. The largest seller was RiverTree Advisors, exiting entirely with an estimated $2.55M sold.

  • 80 institutional investors held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $140M of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 20 funds opened new First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF positions in Q4 2024 and 5 closed out, a net change of +15 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $12.3M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF seller in Q4 2024 was RiverTree Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2024.