9258 Wealth Management’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

9258 Wealth Management’s Portfolio FTHI Stock Details FTHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,161	Closed	-$224K	–	331
2022 Q3	$224K	Sell	12,161 -2,462	-17%	-$50.3K	0.06%	288
2022 Q2	$293K	Sell	14,623 -739	-5%	-$15.9K	0.08%	252
2022 Q1	$352K	Sell	15,362 -500	-3%	-$11.1K	0.08%	246
2021 Q4	$349K	Sell	15,862 -992	-6%	-$21.9K	0.08%	258
2021 Q3	$361K	Sell	16,854 -1,442	-8%	-$31K	0.1%	222
2021 Q2	$401K	Sell	18,296 -591	-3%	-$12.9K	0.11%	205
2021 Q1	$399K	Sell	18,887 -3,495	-16%	-$72.7K	0.12%	191
2020 Q4	$452K	Sell	22,382 -4,509	-17%	-$89K	0.15%	158
2020 Q3	$502K	Sell	26,891 -4,974	-16%	-$98K	0.19%	133
2020 Q2	$621K	Sell	31,865 -3,255	-9%	-$60.9K	0.25%	107
2020 Q1	$655K	Sell	35,120 -1,551	-4%	-$32.6K	0.29%	95
2019 Q4	$837K	Sell	36,671 -1,970	-5%	-$44.4K	0.31%	94
2019 Q3	$869K	Buy	38,641 +12	+0%	+$269	0.68%	48
2019 Q2	$863K	Sell	38,629 -8,192	-17%	-$180K	0.7%	45
2019 Q1	$1.02M	Sell	46,821 -1,144	-2%	-$24.4K	0.86%	34
2018 Q4	$967K	Buy	+47,965	New	+$1.04M	0.93%	31

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

9258 Wealth Management's FTHI Position: Q4 2022 in Review

9258 Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2022, closing a stake of 12,161 shares — an estimated $224K sold.

9258 Wealth Management first reported a position in FTHI in Q4 2018 and held it in 16 quarters. The position peaked at $1.02M in Q1 2019. 51 funds tracked by Wall St. Rank hold FTHI as of Q4 2022.

9258 Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 12,161 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2022, an estimated $224K.
9258 Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2018 and held it in 16 quarters.
9258 Wealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $1.02M in Q1 2019.
51 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.