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

Geneos Wealth Management’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 Q1	$644K	Buy	32,327 +23,629	+272%	+$486K	0.01%	617
2025 Q4	$181K	Buy	+8,698	New	+$181K	﹤0.01%	955
2023 Q3	–	Sell	-2,300	Closed	-$45.6K	–	2112
2023 Q2	$45.6K	Hold	2,300	–	–	﹤0.01%	1106
2023 Q1	$44.6K	Hold	2,300	–	–	﹤0.01%	1115
2022 Q4	$41.5K	Hold	2,300	–	–	﹤0.01%	1110
2022 Q3	$41K	Hold	2,300	–	–	﹤0.01%	1083
2022 Q2	$45K	Hold	2,300	–	–	﹤0.01%	1323
2022 Q1	$52K	Hold	2,300	–	–	﹤0.01%	1368
2021 Q4	$49K	Hold	2,300	–	–	﹤0.01%	1489
2021 Q3	$49K	Buy	+2,300	New	+$48.8K	﹤0.01%	1504

Other funds holding FTQI

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

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

IWC

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

SCA

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

FTS

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

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

Sun Financial Midvale, Utah $200M AUM

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

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

Geneos Wealth Management's FTQI Position: Q1 2026 in Review

Geneos Wealth Management increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 272% in Q1 2026, buying an estimated $486K and bringing the position to 32,327 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #617.

Geneos Wealth Management first reported a position in FTQI in Q3 2021 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

Geneos Wealth Management held 32,327 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $644K as of Q1 2026.
Geneos Wealth Management bought 23,629 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $486K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #617 holding.
Geneos Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2021 and has held it in 10 quarters since.
103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.