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

Accel 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
2026 Q2	$1.12M	Sell	47,001 -800	-2%	-$19K	0.25%	89
2026 Q1	$1.1M	Buy	47,801 +200	+0.4%	+$4.72K	0.29%	86
2025 Q4	$1.12M	Sell	47,601 -2,148	-4%	-$50.8K	0.31%	79
2025 Q3	$1.18M	Sell	49,749 -1,000	-2%	-$23.3K	0.34%	76
2025 Q2	$1.16M	Sell	50,749 -500	-1%	-$10.9K	0.39%	67
2025 Q1	$1.12M	Buy	51,249 +8,570	+20%	+$197K	0.41%	67
2024 Q4	$993K	Buy	42,679 +15,679	+58%	+$368K	0.38%	70
2024 Q3	$622K	Sell	27,000 -100	-0.4%	-$2.26K	0.23%	114
2024 Q2	$609K	Buy	27,100 +3,040	+13%	+$67.8K	0.24%	99
2024 Q1	$541K	Hold	24,060	–	–	0.23%	109
2023 Q4	$514K	Buy	+24,060	New	+$499K	0.26%	100

Other funds holding FTHI

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM