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

IronOak Wealth’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
2024 Q4	$288K	Buy	+13,836	New	+$289K	0.32%	57

Other funds holding FTQI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SCA

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IronOak Wealth's FTQI Position: Q4 2024 in Review

IronOak Wealth opened a new position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q4 2024: 13,836 shares worth $288K. The stake represents 0.32% of the portfolio and ranks #57 among its holdings.

80 funds tracked by Wall St. Rank hold FTQI as of Q4 2024.

IronOak Wealth held 13,836 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $288K as of Q4 2024.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF was a new IronOak Wealth position in Q4 2024.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.32% of IronOak Wealth's portfolio in Q4 2024, its #57 holding.
80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.