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

Sun 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 		$5.34M Buy
245,950
+3,319
+1% +$68.2K 2.68% 7
2025
Q4 		$5.05M Buy
+242,631
New +$5.05M 2.82% 5

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 $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 $1.22B 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sun Financial's FTQI Position: Q1 2026 in Review

Sun Financial increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 1.4% in Q1 2026, buying an estimated $68.2K and bringing the position to 245,950 shares worth $5.34M. The position accounts for 2.68% of the portfolio, ranked #7.

Sun Financial first reported a position in FTQI in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold FTQI as of Q1 2026.

  • Sun Financial held 245,950 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $5.34M as of Q1 2026.
  • Sun Financial bought 3,319 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q1 2026, an estimated $68.2K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 2.68% of Sun Financial's portfolio in Q1 2026, its #7 holding.
  • Sun Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2025 and has held it in 2 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 Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.