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Asset Dedication LLC’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Asset Dedication LLC’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
2025
Q3 		– Sell
-1,922
Closed -$43.9K – 1184
2025
Q2 		$43.9K Buy
+1,922
New +$42K ﹤0.01% 545

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Asset Dedication LLC's FTHI Position: Q3 2025 in Review

Asset Dedication LLC sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2025, closing a stake of 1,922 shares — an estimated $43.9K sold.

Asset Dedication LLC first reported a position in FTHI in Q2 2025 and held it in 1 quarter. The position peaked at $43.9K in Q2 2025. 183 funds tracked by Wall St. Rank hold FTHI as of Q3 2025.

  • Asset Dedication LLC reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 1,922 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2025, an estimated $43.9K.
  • Asset Dedication LLC first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $43.9K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.