CIA
FTQI icon

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
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

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
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cape Investment Advisory's FTQI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q2 2026: 374 shares worth $8.26K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FTQI as recently as Q3 2023.

Cape Investment Advisory first reported a position in FTQI in Q3 2023 and has held it in 2 quarters since. The position peaked at $28.3K in Q3 2023. 30 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Cape Investment Advisory held 374 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $8.26K as of Q2 2026.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF was a new Cape Investment Advisory position in Q2 2026.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #909 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 2 quarters since.
  • Cape Investment Advisory's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $28.3K in Q3 2023.
  • 30 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 Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.