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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $212M AUM

Avior Wealth Management's FTQI Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 31% in Q2 2026, selling an estimated $244K and leaving 25,870 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #480.

Avior Wealth Management first reported a position in FTQI in Q2 2024 and has held it in 9 quarters since. The position peaked at $742K in Q1 2026. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Avior Wealth Management held 25,870 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $571K as of Q2 2026.
  • Avior Wealth Management sold 11,365 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $244K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Avior Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Avior Wealth Management's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $742K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.