Gladstone Institutional Advisory’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Gladstone Institutional Advisory’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 Q4	–	Sell	-43,207	Closed	-$890K	–	815
2025 Q3	$890K	Sell	43,207 -2,357	-5%	-$47.3K	0.03%	391
2025 Q2	$891K	Buy	+45,564	New	+$858K	0.04%	368

Other funds holding FTQI

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

HAFG

Hansen & Associates Financial Group Roseville, California $186M AUM 7.83% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTS

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gladstone Institutional Advisory's FTQI Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q4 2025, closing a stake of 43,207 shares — an estimated $890K sold.

Gladstone Institutional Advisory first reported a position in FTQI in Q2 2025 and held it in 2 quarters. The position peaked at $891K in Q2 2025. 106 funds tracked by Wall St. Rank hold FTQI as of Q4 2025.

Gladstone Institutional Advisory reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 43,207 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q4 2025, an estimated $890K.
Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2025 and held it in 2 quarters.
Gladstone Institutional Advisory's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $891K in Q2 2025.
106 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.