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Alpha Omega Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Alpha Omega Group’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
2021
Q3 		– Sell
-12,927
Closed -$284K – 33
2021
Q2 		$284K Sell
12,927
-481,226
-97% -$10.5M 0.3% 29
2021
Q1 		$10.4M Sell
494,153
-314
-0.1% -$6.53K 11.42% 4
2020
Q4 		$9.98M Buy
+494,467
New +$9.76M 9.69% 4

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Alpha Omega Group's FTHI Position: Q3 2021 in Review

Alpha Omega Group sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2021, closing a stake of 12,927 shares — an estimated $284K sold.

Alpha Omega Group first reported a position in FTHI in Q4 2020 and held it in 3 quarters. The position peaked at $10.4M in Q1 2021. 31 funds tracked by Wall St. Rank hold FTHI as of Q3 2021.

  • Alpha Omega Group reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2021 after selling out during the quarter.
  • Alpha Omega Group sold 12,927 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2021, an estimated $284K.
  • Alpha Omega Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2020 and held it in 3 quarters.
  • Alpha Omega Group's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $10.4M in Q1 2021.
  • 31 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2021.

Based on Alpha Omega Group's 13F filing for Q3 2021, filed 21 Oct 2021.