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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
Q2 		$5.91M Buy
266,320
+20,370
+8% +$437K 2.79% 5
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 $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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sun Financial's FTQI Position: Q2 2026 in Review

Sun Financial increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 8.3% in Q2 2026, buying an estimated $437K and bringing the position to 266,320 shares worth $5.91M. The position accounts for 2.79% of the portfolio, ranked #5.

Sun Financial first reported a position in FTQI in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold FTQI as of Q2 2026.

  • Sun Financial held 266,320 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $5.91M as of Q2 2026.
  • Sun Financial bought 20,370 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q2 2026, an estimated $437K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 2.79% of Sun Financial's portfolio in Q2 2026, its #5 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 3 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 Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.