Atria Investments’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Atria Investments’s Portfolio FTQI Stock Details FTQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,685	Closed	-$202K	–	1936
2024 Q4	$202K	Sell	9,685 -1,710	-15%	-$35.7K	﹤0.01%	1787
2024 Q3	$233K	Buy	+11,395	New	+$230K	﹤0.01%	1749

Other funds holding FTQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments's FTQI Position: Q1 2025 in Review

Atria Investments sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q1 2025, closing a stake of 9,685 shares — an estimated $202K sold.

Atria Investments first reported a position in FTQI in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2024. 84 funds tracked by Wall St. Rank hold FTQI as of Q1 2025.

Atria Investments reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 9,685 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2025, an estimated $202K.
Atria Investments first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2024 and held it in 2 quarters.
Atria Investments's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $233K in Q3 2024.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.