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Sowell Financial Services’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Sowell Financial Services’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 		$3.39M Sell
153,648
-18,763
-11% -$402K 0.11% 197
2026
Q1 		$3.43M Buy
172,411
+25,158
+17% +$517K 0.13% 175
2025
Q4 		$3.07M Buy
147,253
+3,840
+3% +$79.8K 0.11% 188
2025
Q3 		$2.95M Buy
143,413
+2,268
+2% +$45.5K 0.11% 190
2025
Q2 		$2.76M Buy
141,145
+8,122
+6% +$153K 0.11% 185
2025
Q1 		$2.51M Buy
133,023
+656
+0.5% +$13.4K 0.11% 186
2024
Q4 		$2.76M Buy
132,367
+48,143
+57% +$1M 0.14% 154
2024
Q3 		$1.73M Sell
84,224
-414
-0.5% -$8.35K 0.08% 261
2024
Q2 		$1.73M Buy
84,638
+948
+1% +$19.2K 0.08% 248
2024
Q1 		$1.72M Buy
83,690
+4,223
+5% +$85.4K 0.08% 257
2023
Q4 		$1.57M Sell
79,467
-771
-1% -$14.9K 0.09% 258
2023
Q3 		$1.51M Sell
80,238
-232
-0.3% -$4.53K 0.1% 241
2023
Q2 		$1.59M Sell
80,470
-19,908
-20% -$387K 0.09% 257
2023
Q1 		$1.94M Buy
100,378
+27,317
+37% +$519K 0.15% 156
2022
Q4 		$1.32M Buy
73,061
+8,752
+14% +$161K 0.09% 266
2022
Q3 		$1.16M Sell
64,309
-188,781
-75% -$3.85M 0.12% 219
2022
Q2 		$12.7M Buy
253,090
+146,391
+137% +$3.11M 1.18% 12
2022
Q1 		$4.56M Buy
+106,699
New +$2.34M 0.8% 24
2017
Q1 		– Sell
-70
Closed -$1K – 369
2016
Q4 		$1K Buy
+70
New +$1.44K ﹤0.01% 612

Other funds holding FTQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $212M AUM

Sowell Financial Services's FTQI Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 11% in Q2 2026, selling an estimated $402K and leaving 153,648 shares worth $3.39M. The position accounts for 0.11% of the portfolio, ranked #197.

Sowell Financial Services first reported a position in FTQI in Q4 2016 and has held it in 19 quarters since. The position peaked at $12.7M in Q2 2022. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Sowell Financial Services held 153,648 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $3.39M as of Q2 2026.
  • Sowell Financial Services sold 18,763 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $402K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #197 holding.
  • Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $12.7M in Q2 2022.
  • 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.