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

Kapstone Financial Advisors’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	$269K	Buy	13,520 +1,470	+12%	+$30.2K	0.13%	112
2025 Q4	$251K	Buy	+12,050	New	+$251K	0.12%	99

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $71.6B AUM 21.08% 1-Year Est. Return

Kapstone Financial Advisors's FTQI Position: Q1 2026 in Review

Kapstone Financial Advisors increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 12% in Q1 2026, buying an estimated $30.2K and bringing the position to 13,520 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #112.

Kapstone Financial Advisors first reported a position in FTQI in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

Kapstone Financial Advisors held 13,520 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $269K as of Q1 2026.
Kapstone Financial Advisors bought 1,470 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $30.2K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #112 holding.
Kapstone Financial Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2025 and has held it in 2 quarters since.
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 Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.