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

Gentry Private Wealth’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
2024 Q3	–	Sell	-21,996	Closed	-$449K	–	86
2024 Q2	$449K	Buy	+21,996	New	+$446K	0.4%	40

Other funds holding FTQI

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

IWC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

FTS

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

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gentry Private Wealth's FTQI Position: Q3 2024 in Review

Gentry Private Wealth sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q3 2024, closing a stake of 21,996 shares — an estimated $449K sold.

Gentry Private Wealth first reported a position in FTQI in Q2 2024 and held it in 1 quarter. The position peaked at $449K in Q2 2024. 66 funds tracked by Wall St. Rank hold FTQI as of Q3 2024.

Gentry Private Wealth reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q3 2024 after selling out during the quarter.
Gentry Private Wealth sold 21,996 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q3 2024, an estimated $449K.
Gentry Private Wealth first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2024 and held it in 1 quarter.
Gentry Private Wealth's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $449K in Q2 2024.
66 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q3 2024.

Based on Gentry Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.