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

Integrated Wealth Concepts’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 Q1	$13M	Buy	650,358 +476,864	+275%	+$9.8M	0.1%	203
2025 Q4	$3.61M	Sell	173,494 -506,421	-74%	-$10.5M	0.04%	376
2025 Q3	$14M	Buy	679,915 +40,745	+6%	+$818K	0.13%	152
2025 Q2	$12.5M	Buy	639,170 +21,914	+4%	+$412K	0.13%	153
2025 Q1	$11.6M	Sell	617,256 -46,846	-7%	-$954K	0.14%	151
2024 Q4	$13.8M	Buy	664,102 +16,817	+3%	+$351K	0.16%	134
2024 Q3	$13.3M	Buy	647,285 +52,767	+9%	+$1.06M	0.16%	133
2024 Q2	$12.1M	Buy	594,518 +25,784	+5%	+$523K	0.17%	134
2024 Q1	$11.7M	Buy	568,734 +8,250	+1%	+$167K	0.17%	140
2023 Q4	$11.1M	Sell	560,484 -13,097	-2%	-$253K	0.18%	134
2023 Q3	$10.8M	Sell	573,581 -24,517	-4%	-$479K	0.19%	130
2023 Q2	$11.8M	Buy	+598,098	New	+$11.6M	0.2%	121

Other funds holding FTQI

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

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrated Wealth Concepts's FTQI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 275% in Q1 2026, buying an estimated $9.8M and bringing the position to 650,358 shares worth $13M. The position accounts for 0.1% of the portfolio, ranked #203.

Integrated Wealth Concepts first reported a position in FTQI in Q2 2023 and has held it in 12 quarters since. The position peaked at $14M in Q3 2025. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

Integrated Wealth Concepts held 650,358 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $13M as of Q1 2026.
Integrated Wealth Concepts bought 476,864 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $9.8M.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #203 holding.
Integrated Wealth Concepts first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $14M in Q3 2025.
103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.