Cape Investment Advisory’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Cape Investment Advisory’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	$34.4K	Buy	1,554 +1,180	+316%	+$26K	0.01%	603
2026 Q2	$8.26K	Buy	+374	New	+$8.02K	﹤0.01%	909
2023 Q4	–	Sell	-1,500	Closed	-$28.3K	–	1162
2023 Q3	$28.3K	Buy	+1,500	New	+$29.3K	0.02%	385

Other funds holding FTQI

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Cape Investment Advisory's FTQI Position: Q3 2026 in Review

Cape Investment Advisory increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 316% in Q3 2026, buying an estimated $26K and bringing the position to 1,554 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #603.

Cape Investment Advisory first reported a position in FTQI in Q3 2023 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold FTQI as of Q3 2026.

Cape Investment Advisory held 1,554 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $34.4K as of Q3 2026.
Cape Investment Advisory bought 1,180 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q3 2026, an estimated $26K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #603 holding.
Cape Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2023 and has held it in 3 quarters since.
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 Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.