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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
Q3 		$620K Buy
27,963
+2,093
+8% +$46.2K 0.02% 466
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

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Avior Wealth Management's FTQI Position: Q3 2026 in Review

Avior Wealth Management increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 8.1% in Q3 2026, buying an estimated $46.2K and bringing the position to 27,963 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #466.

Avior Wealth Management first reported a position in FTQI in Q2 2024 and has held it in 10 quarters since. The position peaked at $742K in Q1 2026. 13 funds tracked by Wall St. Rank hold FTQI as of Q3 2026.

  • Avior Wealth Management held 27,963 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $620K as of Q3 2026.
  • Avior Wealth Management bought 2,093 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q3 2026, an estimated $46.2K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #466 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 10 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.
  • 13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.