Wealth Enhancement Advisory Services
FTQI icon

Wealth Enhancement Advisory Services’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

Wealth Enhancement Advisory 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 		$294K Buy
13,141
+1,963
+18% +$42.1K ﹤0.01% 3229
2026
Q1 		$226K Sell
11,178
-72
-0.6% -$1.48K ﹤0.01% 3042
2025
Q4 		$236K Buy
+11,250
New +$234K ﹤0.01% 3135
2025
Q2 		– Sell
-19,600
Closed -$369K – 3424
2025
Q1 		$369K Sell
19,600
-11,500
-37% -$234K ﹤0.01% 2276
2024
Q4 		$648K Sell
31,100
-4,500
-13% -$93.9K ﹤0.01% 1804
2024
Q3 		$729K Buy
35,600
+6,000
+20% +$121K ﹤0.01% 1584
2024
Q2 		$604K Buy
29,600
+6,100
+26% +$124K ﹤0.01% 1527
2024
Q1 		$483K Buy
23,500
+7,000
+42% +$141K ﹤0.01% 1607
2023
Q4 		$327K Buy
+16,500
New +$319K ﹤0.01% 1758

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IFG
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RA
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SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return