Envestnet Portfolio Solutions’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-28,628	Closed	-$540K	–	1576
2025 Q1	$540K	Buy	+28,628	New	+$583K	﹤0.01%	1015
2024 Q3	–	Sell	-10,406	Closed	-$212K	–	1706
2024 Q2	$212K	Buy	10,406 +366	+4%	+$7.42K	﹤0.01%	1554
2024 Q1	$206K	Buy	+10,040	New	+$203K	﹤0.01%	1550

Other funds holding FTQI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

FTS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions's FTQI Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q2 2025, closing a stake of 28,628 shares — an estimated $540K sold.

Envestnet Portfolio Solutions first reported a position in FTQI in Q1 2024 and held it in 3 quarters. The position peaked at $540K in Q1 2025. 88 funds tracked by Wall St. Rank hold FTQI as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 28,628 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2025, an estimated $540K.
Envestnet Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q1 2024 and held it in 3 quarters.
Envestnet Portfolio Solutions's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $540K in Q1 2025.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.