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Independent Financial Group’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Independent Financial Group’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
Q3 		$3.93M Sell
177,416
-4,951
-3% -$109K 0.07% 268
2026
Q2 		$4.03M Buy
182,367
+142,715
+360% +$3.06M 0.08% 256
2026
Q1 		$790K Sell
39,652
-12,323
-24% -$253K 0.02% 714
2025
Q4 		$1.08M Sell
51,975
-10,827
-17% -$225K 0.02% 590
2025
Q3 		$1.29M Sell
62,802
-30,420
-33% -$611K 0.03% 529
2025
Q2 		$1.82M Buy
93,222
+998
+1% +$18.8K 0.05% 368
2025
Q1 		$1.74M Buy
92,224
+5,703
+7% +$116K 0.06% 317
2024
Q4 		$1.8M Buy
86,521
+55,064
+175% +$1.15M 0.06% 317
2024
Q3 		$644K Buy
31,457
+16,698
+113% +$337K 0.02% 570
2024
Q2 		$301K Buy
14,759
+2,565
+21% +$52K 0.01% 837
2024
Q1 		$250K Buy
+12,194
New +$246K 0.01% 866

Other funds holding FTQI

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Independent Financial Group's FTQI Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 2.7% in Q3 2026, selling an estimated $109K and leaving 177,416 shares worth $3.93M. The position accounts for 0.07% of the portfolio, ranked #268.

Independent Financial Group first reported a position in FTQI in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.03M in Q2 2026. 13 funds tracked by Wall St. Rank hold FTQI as of Q3 2026.

  • Independent Financial Group held 177,416 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $3.93M as of Q3 2026.
  • Independent Financial Group sold 4,951 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q3 2026, an estimated $109K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.07% of Independent Financial Group's portfolio in Q3 2026, its #268 holding.
  • Independent Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $4.03M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.