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

WFG 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
2016 Q4	–	Sell	-500	Closed	-$10K	–	1616
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	1123
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	1091
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	1048
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	1074
2015 Q3	$9K	Buy	+500	New	+$9.92K	﹤0.01%	1122

Other funds holding FTQI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

WFG Advisors's FTQI Position: Q4 2016 in Review

WFG Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

WFG Advisors first reported a position in FTQI in Q3 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2016. 11 funds tracked by Wall St. Rank hold FTQI as of Q4 2016.

WFG Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 500 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q4 2016, an estimated $10K.
WFG Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q3 2015 and held it in 5 quarters.
WFG Advisors's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $10K in Q3 2016.
11 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.