TA
FTQI icon

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

TrueWealth Advisors’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
Q3 		$314K Buy
14,174
+2,096
+17% +$46.3K 0.07% 196
2026
Q2 		$267K Buy
+12,078
New +$259K 0.06% 210

Other funds holding FTQI

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

TrueWealth Advisors's FTQI Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) stake by 17% in Q3 2026, buying an estimated $46.3K and bringing the position to 14,174 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #196.

TrueWealth Advisors first reported a position in FTQI in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FTQI as of Q3 2026.

  • TrueWealth Advisors held 14,174 shares of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF worth $314K as of Q3 2026.
  • TrueWealth Advisors bought 2,096 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q3 2026, an estimated $46.3K.
  • First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF made up 0.07% of TrueWealth Advisors's portfolio in Q3 2026, its #196 holding.
  • TrueWealth Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.