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Laurel Wealth Advisors (California)’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$9.74M Buy
539,912
+249,029
+86% +$4.58M 0.96% 16
2022
Q3 		$5.26M Buy
+290,883
New +$5.93M 0.56% 38

Other funds holding FTQI

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FTQI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 86% in Q4 2022, buying an estimated $4.58M and bringing the position to 539,912 shares worth $9.74M. The position accounts for 0.96% of the portfolio, ranked #16.

Laurel Wealth Advisors (California) first reported a position in FTQI in Q3 2022 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold FTQI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 539,912 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $9.74M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 249,029 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q4 2022, an estimated $4.58M.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.96% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #16 holding.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2022 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.