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 Q2	$299K	Hold	13,520	–	–	0.13%	120
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 $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

Kapstone Financial Advisors's FTQI Position: Q2 2026 in Review

Kapstone Financial Advisors held its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) position steady in Q2 2026 at 13,520 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #120.

Kapstone Financial Advisors first reported a position in FTQI in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

Kapstone Financial Advisors held 13,520 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $299K as of Q2 2026.
Kapstone Financial Advisors left its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #120 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 3 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 Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.