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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

FTS

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sun Financial Midvale, Utah $212M AUM

Independent Financial Group's FTQI Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 360% in Q2 2026, buying an estimated $3.06M and bringing the position to 182,367 shares worth $4.03M. The position accounts for 0.08% of the portfolio, ranked #256.

Independent Financial Group first reported a position in FTQI in Q1 2024 and has held it in 10 quarters since. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

Independent Financial Group held 182,367 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $4.03M as of Q2 2026.
Independent Financial Group bought 142,715 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $3.06M.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #256 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 10 quarters since.
114 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.