Marshall Investment Management’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Marshall Investment Management’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	$527K	Buy	26,466 +4,521	+21%	+$92.9K	0.25%	55
2025 Q4	$457K	Buy	21,945 +3,500	+19%	+$72.8K	0.23%	58
2025 Q3	$380K	Buy	+18,445	New	+$370K	0.2%	60
2025 Q2	–	Sell	-18,445	Closed	-$348K	–	94
2025 Q1	$348K	Buy	18,445 +1,943	+12%	+$39.6K	0.22%	55
2024 Q4	$338K	Buy	+16,502	New	+$344K	0.2%	57

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

Marshall Investment Management's FTQI Position: Q1 2026 in Review

Marshall Investment Management increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 21% in Q1 2026, buying an estimated $92.9K and bringing the position to 26,466 shares worth $527K. The position accounts for 0.25% of the portfolio, ranked #55.

Marshall Investment Management first reported a position in FTQI in Q4 2024 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

Marshall Investment Management held 26,466 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $527K as of Q1 2026.
Marshall Investment Management bought 4,521 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $92.9K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.25% of Marshall Investment Management's portfolio in Q1 2026, its #55 holding.
Marshall Investment Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2024 and has held it in 5 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 Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.