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

Balboa Wealth Partners’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 		$977K Sell
44,236
-154
-0.3% -$3.3K 0.13% 130
2026
Q1 		$884K Buy
44,390
+1,180
+3% +$24.3K 0.15% 118
2025
Q4 		$900K Sell
43,210
-4,920
-10% -$102K 0.15% 108
2025
Q3 		$991K Buy
48,130
+1,735
+4% +$34.8K 0.17% 93
2025
Q2 		$907K Buy
+46,395
New +$873K 0.18% 100

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

Balboa Wealth Partners's FTQI Position: Q2 2026 in Review

Balboa Wealth Partners reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 0.35% in Q2 2026, selling an estimated $3.3K and leaving 44,236 shares worth $977K. The position accounts for 0.13% of the portfolio, ranked #130.

Balboa Wealth Partners first reported a position in FTQI in Q2 2025 and has held it in 5 quarters since. The position peaked at $991K in Q3 2025. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Balboa Wealth Partners held 44,236 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $977K as of Q2 2026.
  • Balboa Wealth Partners sold 154 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $3.3K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Balboa Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $991K in Q3 2025.
  • 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.