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

Avior 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	$2.61M	Buy	109,429 +9,522	+10%	+$226K	0.07%	219
2026 Q1	$2.29M	Buy	99,907 +24,560	+33%	+$579K	0.07%	232
2025 Q4	$1.78M	Buy	75,347 +5,466	+8%	+$129K	0.06%	215
2025 Q3	$1.66M	Buy	69,881 +2,517	+4%	+$58.5K	0.05%	218
2025 Q2	$1.54M	Sell	67,364 -5,254	-7%	-$115K	0.05%	212
2025 Q1	$1.59M	Buy	72,618 +9,916	+16%	+$228K	0.06%	201
2024 Q4	$1.46M	Buy	62,702 +5,217	+9%	+$122K	0.05%	220
2024 Q3	$1.32M	Buy	57,485 +6,010	+12%	+$136K	0.05%	231
2024 Q2	$1.16M	Buy	+51,475	New	+$1.15M	0.05%	239

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

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

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 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