Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $761K | Sell |
38,889
-2,220
| -5% | -$43.4K | ﹤0.01% | 1402 |
|
2025
Q1 | $775K | Sell |
41,109
-4,850
| -11% | -$91.4K | ﹤0.01% | 1280 |
|
2024
Q4 | $957K | Sell |
45,959
-852
| -2% | -$17.7K | ﹤0.01% | 1108 |
|
2024
Q3 | $959K | Buy |
46,811
+2,341
| +5% | +$48K | ﹤0.01% | 1058 |
|
2024
Q2 | $908K | Buy |
44,470
+8,409
| +23% | +$172K | ﹤0.01% | 944 |
|
2024
Q1 | $741K | Buy |
36,061
+13,337
| +59% | +$274K | ﹤0.01% | 981 |
|
2023
Q4 | $450K | Buy |
22,724
+12,618
| +125% | +$250K | ﹤0.01% | 1101 |
|
2023
Q3 | $191K | Buy |
10,106
+8,514
| +535% | +$161K | ﹤0.01% | 1330 |
|
2023
Q2 | $32K | Buy |
+1,592
| New | +$32K | ﹤0.01% | 2311 |
|