Core Wealth Partners’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Core Wealth Partners’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	$620K	Sell	28,054 -9,768	-26%	-$209K	0.26%	86
2026 Q1	$753K	Sell	37,822 -987	-3%	-$20.3K	0.35%	73
2025 Q4	$808K	Sell	38,809 -3,114	-7%	-$64.8K	0.36%	61
2025 Q3	$864K	Buy	41,923 +3,809	+10%	+$76.5K	0.4%	59
2025 Q2	$746K	Buy	38,114 +14,897	+64%	+$280K	0.38%	62
2025 Q1	$438K	Buy	+23,217	New	+$473K	0.25%	91

Other funds holding FTQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sun Financial Midvale, Utah $212M AUM

Core Wealth Partners's FTQI Position: Q2 2026 in Review

Core Wealth Partners reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 26% in Q2 2026, selling an estimated $209K and leaving 28,054 shares worth $620K. The position accounts for 0.26% of the portfolio, ranked #86.

Core Wealth Partners first reported a position in FTQI in Q1 2025 and has held it in 6 quarters since. The position peaked at $864K in Q3 2025. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

Core Wealth Partners held 28,054 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $620K as of Q2 2026.
Core Wealth Partners sold 9,768 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $209K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.26% of Core Wealth Partners's portfolio in Q2 2026, its #86 holding.
Core Wealth Partners 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.
Core Wealth Partners's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $864K in Q3 2025.
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 Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.