Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF include Two Sigma Investments, Lp, Ergawealth Advisors, Inc., Elequin Capital Lp, Tradewinds, LLC., Farther Finance Advisors, LLC, Balboa Wealth Partners, Regal Investment Advisors LLC, Main Line Retirement Advisors, LLC, Transform Wealth, LLC, FTBI - First Trust Balanced Income ETF, WCG Wealth Advisors LLC, IFG Advisory, LLC, Integrated Advisors Network LLC, Wiley Bros.-aintree Capital, Llc, Richmond Investment Services, LLC, Sachetta, LLC, Tactive Advisors, LLC, Novem Group, DAVENPORT & Co LLC, and Quadrature Capital Ltd .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,435 | 30.10 | 101 | 36.49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 113,774 | 2.39 | 2,600 | 7.04 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 34,301 | 33.58 | 784 | 39.57 | ||||
| 2025-05-27 | NP | XFLX - FundX Flexible ETF | 183,480 | 134.00 | 4,011 | 119.85 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,957 | 250 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 24,802 | 13.15 | 567 | 18.16 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,900 | 7.41 | 66 | 11.86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,473 | 3,034.74 | 469 | 3,808.33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 20,480 | 468 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 98,980 | 8.90 | 2,262 | 6.95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 187,621 | 0.75 | 4,287 | 5.33 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34,468 | 47.14 | 788 | 53.71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,980 | 434 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,187 | 553 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13,441 | 1.14 | 306 | 5.17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14,004 | 146.46 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,790,859 | 3.53 | 155,171 | 8.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 51,309 | 76.29 | 1,172 | 84.28 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3,500 | 80 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 98,843 | 6.95 | 2,259 | 11.78 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 11,180 | 0.24 | 255 | 4.94 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 19,863 | 5.30 | 454 | 9.95 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27,097 | 1.30 | 619 | 5.99 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 36,915 | 8.88 | 844 | 13.77 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 201,047 | 181.99 | 4,594 | 194.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 641,994 | 10.47 | 15 | 16.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 684,255 | 25.23 | 16 | 36.36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,669 | 2.02 | 0 | |||||
| 2025-07-28 | 13F | Davidson Trust Co | 88,484 | 4.82 | 2,022 | 9.54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45,886 | 1.85 | 1,049 | 6.50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14,723 | 0.59 | 336 | 5.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,353 | 10.69 | 237 | 15.69 | ||||
| 2025-07-16 | 13F | Novem Group | 11,216 | 256 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88,302 | 2.10 | 2,018 | 6.72 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 310,505 | 22.92 | 7 | 40.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 41,631 | 910 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 133,235 | 1,216.42 | 3,044 | 1,277.38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,567,850 | 23.28 | 104,375 | 28.86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141,190 | 5.71 | 3,226 | 10.52 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 98,843 | 2,259 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9,050 | 207 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 563 | 2.36 | 13 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 133,339 | 18.36 | 3,047 | 23.76 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 12,870 | 294 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 358,456 | 9.12 | 8,191 | 14.07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61,766 | 35.52 | 1,411 | 41.67 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 50,685 | 8.11 | 1,158 | 13.09 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 387,576 | 17.99 | 8,856 | 23.34 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 104,531 | 10.99 | 2,389 | 16.03 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42,281 | 4.07 | 966 | 8.78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,543 | 469 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,022 | 7.47 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,914 | 1.97 | 295 | 6.88 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 41,800 | 955 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 51,443 | 1,175 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14,666 | 335 | ||||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 83,551 | 178.50 | 1,826 | 161.60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94,565 | 11.80 | 2,161 | 16.88 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 786,087 | 13.44 | 18 | 13.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71,644 | 1,637 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 691,621 | 7.90 | 15,804 | 12.79 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 58,004 | 2.47 | 1,325 | 7.11 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 31,258 | 2.58 | 714 | 7.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386,332 | 12.25 | 8,826 | 17.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34,891 | 3.66 | 797 | 8.44 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,370 | 31 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 111,796 | 9.46 | 2,555 | 14.43 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 61,940 | 3.60 | 1,415 | 8.35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,047 | 17.30 | 458 | 22.79 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15,483 | 49.19 | 354 | 56.19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37,723 | 13.54 | 862 | 18.60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,556 | 62.41 | 584 | 69.97 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27,808 | 635 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,922 | 44 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,304 | 235 | ||||||
| 2025-07-09 | 13F | Channel Wealth Llc | 15,129 | 8.61 | 346 | 13.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 746,968 | 9.09 | 17,068 | 14.02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78,222 | 15.08 | 1,787 | 20.34 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 48,831 | 3.61 | 1,116 | 8.25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,138 | 3.30 | 277 | 8.20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 43,477 | 993 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 9,178 | 210 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 361 | 8 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 19,716 | 0.87 | 451 | 5.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,442 | 51.91 | 536 | 58.75 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 4,259 | 16.59 | 97 | 22.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28,083 | 91.93 | 642 | 100.94 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114,610 | 29.44 | 2,619 | 35.30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,486,389 | 3.34 | 56,814 | 8.02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16,326 | 2.33 | 373 | 7.18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,508 | 84.63 | 80 | 95.12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81,802 | 21.96 | 1,869 | 27.49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 93,363 | 17.50 | 2,133 | 22.87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 219,632 | 0.81 | 5,019 | 5.38 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 10,552 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 37,497 | 0.87 | 857 | 5.42 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 28,653 | 34.26 | 655 | 40.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 698,676 | 0.94 | 15,965 | 5.51 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 25,929 | 592 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 28,653 | 66.76 | 655 | 61.88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 24,515 | 560 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,281 | 212 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,350 | 31 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88,795 | 22.90 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,337 | 8.81 | 191 | 13.77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,327 | 0.08 | 236 | 4.44 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 448,600 | 10,251 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 129,684 | 5.95 | 2,963 | 10.77 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 369,549 | 8,444 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198,688 | 5.05 | 4,540 | 9.82 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 126,702 | 2,895 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49,180 | 7.50 | 1,124 | 11.85 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 9,695 | 206 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12,347 | 282 |
