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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

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. 48 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.
48 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.