NATIONS FINANCIAL GROUP INC, /IA/ /ADV FTQI — FIRST TRUST NASDAQ BUYWRITE INCOME ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  6 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FIRST TRUST NASDAQ BUYWRITE INCOME ETF (FTQI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows FTQI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTQI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FIRST TRUST NASDAQ BUYWRITE INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTQI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTQI stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held FTQI — position size vs. price
% of Fund (quarterly)    FTQI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,786 +3,865 +11.7% 0.04% $813K 2026-07-23 $21.80
2026 Q1 ADDED — — — 32,921 +3,086 +10.3% 0.03% $656K 2026-04-15 $20.26
2025 Q4 ADDED — — — 29,835 +4,403 +17.3% 0.03% $621K 2026-01-26 $19.74
2025 Q3 ADDED — — — 25,432 +4,149 +19.5% 0.03% $524K 2025-10-28 $19.24
2025 Q2 ADDED — — — 21,283 +10,360 +94.8% 0.03% $416K 2025-08-11 $17.94
2025 Q1 INITIATED — — — 10,923 — — 0.02% $206K 2025-05-13 $16.50

🏢 Other funds also holding FTQI

As of 2026 Q2 — sorted by position size

RiverTree Advisors, LLC 3Y 2.27% Significant Wealth Partners LLC 2.16% Anchor Capital Management Group Inc 1.13% PMG Family Office LLC 0.97% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.71% Trueblood Wealth Management, LLC 0.49% Core Wealth Partners LLC 3Y 0.26% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.2% Triumph Capital Management 3Y 0.15% Tactive Advisors, LLC 0.14%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and FTQI

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning FTQI?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FTQI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FTQI position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for FTQI was 0.04% in 2026 Q2.

What is the latest reported FTQI position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 36,786 shares, equal to 0.04% of portfolio, with an estimated market value of $813K.

What does the chart on this FTQI ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly FTQI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their FTQI position?

Based on 13F filing dates vs. subsequent FTQI price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on FTQI relative to SPY over the holding period was +3.0%.

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