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

Marshall Wace’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
2024 Q4	–	Sell	-14,989	Closed	-$307K	–	2720
2024 Q3	$307K	Sell	14,989 -11,323	-43%	-$228K	﹤0.01%	2131
2024 Q2	$537K	Buy	26,312 +613	+2%	+$12.4K	﹤0.01%	1936
2024 Q1	$528K	Buy	+25,699	New	+$519K	﹤0.01%	1906

Other funds holding FTQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Marshall Wace's FTQI Position: Q4 2024 in Review

Marshall Wace sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q4 2024, closing a stake of 14,989 shares — an estimated $307K sold.

Marshall Wace first reported a position in FTQI in Q1 2024 and held it in 3 quarters. The position peaked at $537K in Q2 2024. 81 funds tracked by Wall St. Rank hold FTQI as of Q4 2024.

Marshall Wace reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q4 2024 after selling out during the quarter.
Marshall Wace sold 14,989 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q4 2024, an estimated $307K.
Marshall Wace first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q1 2024 and held it in 3 quarters.
Marshall Wace's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $537K in Q2 2024.
81 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.