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

Concurrent Investment Advisors’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 		$2.92M Buy
132,286
+15,265
+13% +$327K 0.02% 598
2026
Q1 		$2.33M Buy
117,021
+18,820
+19% +$387K 0.03% 564
2025
Q4 		$2.04M Sell
98,201
-239
-0.2% -$4.97K 0.02% 565
2025
Q3 		$2.03M Buy
98,440
+19,743
+25% +$396K 0.03% 467
2025
Q2 		$1.54M Buy
78,697
+19,290
+32% +$363K 0.03% 497
2025
Q1 		$1.12M Buy
+59,407
New +$1.21M 0.03% 520

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 $15.3B AUM 25.33% 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

Concurrent Investment Advisors's FTQI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 13% in Q2 2026, buying an estimated $327K and bringing the position to 132,286 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #598.

Concurrent Investment Advisors first reported a position in FTQI in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Concurrent Investment Advisors held 132,286 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $2.92M as of Q2 2026.
  • Concurrent Investment Advisors bought 15,265 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $327K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #598 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.