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

Bison Wealth’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
2024
Q3 		– Sell
-25,212
Closed -$567K – 436
2024
Q2 		$567K Hold
25,212
– – 0.09% 221
2024
Q1 		$567K Buy
25,212
+4,244
+20% +$93.1K 0.09% 221
2023
Q4 		$448K Sell
20,968
-2,185
-9% -$45.4K 0.08% 251
2023
Q3 		$473K Buy
+23,153
New +$485K 0.09% 223

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bison Wealth's FTHI Position: Q3 2024 in Review

Bison Wealth sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2024, closing a stake of 25,212 shares — an estimated $567K sold.

Bison Wealth first reported a position in FTHI in Q3 2023 and held it in 4 quarters. The position peaked at $567K in Q2 2024. 127 funds tracked by Wall St. Rank hold FTHI as of Q3 2024.

  • Bison Wealth reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 25,212 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2024, an estimated $567K.
  • Bison Wealth first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2023 and held it in 4 quarters.
  • Bison Wealth's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $567K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.