AssetMark Inc’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

AssetMark Inc’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	$12.5K	Buy	523 +8	+2%	+$190	﹤0.01%	2371
2026 Q1	$11.8K	Buy	+515	New	+$12.1K	﹤0.01%	2257
2025 Q2	–	Sell	-9,144	Closed	-$200K	–	3054
2025 Q1	$200K	Sell	9,144 -23,985	-72%	-$552K	﹤0.01%	1141
2024 Q4	$771K	Buy	33,129 +2,611	+9%	+$61.3K	﹤0.01%	895
2024 Q3	$703K	Buy	+30,518	New	+$690K	﹤0.01%	845
2023 Q4	–	Sell	-963	Closed	-$19.7K	–	1911
2023 Q3	$19.7K	Buy	+963	New	+$20.2K	﹤0.01%	1243

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc's FTHI Position: Q2 2026 in Review

AssetMark Inc increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 1.6% in Q2 2026, buying an estimated $190 and bringing the position to 523 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

AssetMark Inc first reported a position in FTHI in Q3 2023 and has held it in 6 quarters since. The position peaked at $771K in Q4 2024. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

AssetMark Inc held 523 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $12.5K as of Q2 2026.
AssetMark Inc bought 8 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $190.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2371 holding.
AssetMark Inc first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2023 and has held it in 6 quarters since.
AssetMark Inc's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $771K in Q4 2024.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.