AWM
FTQI icon

Avior Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Avior Wealth Management’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
2026
Q2 		$571K Sell
25,870
-11,365
-31% -$244K 0.02% 480
2026
Q1 		$742K Buy
37,235
+15,995
+75% +$329K 0.02% 431
2025
Q4 		$442K Buy
21,240
+459
+2% +$9.54K 0.01% 497
2025
Q3 		$428K Buy
20,781
+2,445
+13% +$49.1K 0.01% 486
2025
Q2 		$359K Buy
18,336
+402
+2% +$7.57K 0.01% 524
2025
Q1 		$338K Sell
17,934
-129
-0.7% -$2.63K 0.01% 520
2024
Q4 		$376K Buy
18,063
+391
+2% +$8.16K 0.01% 527
2024
Q3 		$362K Buy
17,672
+4,354
+33% +$87.9K 0.01% 539
2024
Q2 		$272K Buy
+13,318
New +$270K 0.01% 591

Other funds holding FTQI

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return