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 Q2	$1.07M	Buy	48,621 +22,155	+84%	+$475K	0.45%	52
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 $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 $15.3B AUM 25.33% 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

Marshall Investment Management's FTQI Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 84% in Q2 2026, buying an estimated $475K and bringing the position to 48,621 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #52.

Marshall Investment Management first reported a position in FTQI in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

Marshall Investment Management held 48,621 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $1.07M as of Q2 2026.
Marshall Investment Management bought 22,155 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $475K.
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.45% of Marshall Investment Management's portfolio in Q2 2026, its #52 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 6 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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.