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

GeoWealth 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
2025
Q1 		– Sell
-3,835
Closed -$79.8K – 1336
2024
Q4 		$79.8K Buy
3,835
+422
+12% +$8.8K ﹤0.01% 1028
2024
Q3 		$69.9K Buy
3,413
+119
+4% +$2.4K ﹤0.01% 977
2024
Q2 		$67.3K Buy
3,294
+163
+5% +$3.31K ﹤0.01% 798
2024
Q1 		$64.3K Buy
3,131
+1
+0% +$20 ﹤0.01% 798
2023
Q4 		$62K Sell
3,130
-5,879
-65% -$114K 0.01% 617
2023
Q3 		$170K Sell
9,009
-1,105
-11% -$21.6K 0.02% 300
2023
Q2 		$201K Buy
10,114
+20
+0.2% +$389 0.02% 243
2023
Q1 		$196K Sell
10,094
-126
-1% -$2.4K 0.02% 209
2022
Q4 		$184K Buy
+10,220
New +$188K 0.02% 254

Other funds holding FTQI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GeoWealth Management's FTQI Position: Q1 2025 in Review

GeoWealth Management sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q1 2025, closing a stake of 3,835 shares — an estimated $79.8K sold.

GeoWealth Management first reported a position in FTQI in Q4 2022 and held it in 9 quarters. The position peaked at $201K in Q2 2023. 84 funds tracked by Wall St. Rank hold FTQI as of Q1 2025.

  • GeoWealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,835 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2025, an estimated $79.8K.
  • GeoWealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2022 and held it in 9 quarters.
  • GeoWealth Management's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $201K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.