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

Summit Financial’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 		– Sell
-26,596
Closed -$554K – 1429
2025
Q4 		$554K Sell
26,596
-913
-3% -$19K 0.01% 865
2025
Q3 		$567K Buy
+27,509
New +$552K 0.01% 853

Other funds holding FTQI

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Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $200M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's FTQI Position: Q1 2026 in Review

Summit Financial sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q1 2026, closing a stake of 26,596 shares — an estimated $554K sold.

Summit Financial first reported a position in FTQI in Q3 2025 and held it in 2 quarters. The position peaked at $567K in Q3 2025. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

  • Summit Financial reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 26,596 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $554K.
  • Summit Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $567K in Q3 2025.
  • 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.