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

Capital Analysts 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
2026
Q1 		$606K Buy
26,392
+679
+3% +$16K 0.02% 413
2025
Q4 		$608K Buy
25,713
+3,434
+15% +$81.2K 0.02% 398
2025
Q3 		$528K Buy
22,279
+9,257
+71% +$215K 0.02% 411
2025
Q2 		$298K Buy
13,022
+905
+7% +$19.8K 0.01% 471
2025
Q1 		$265K Buy
12,117
+862
+8% +$19.8K 0.01% 478
2024
Q4 		$262K Buy
11,255
+3,749
+50% +$87.9K 0.01% 441
2024
Q3 		$173K Hold
7,506
– – 0.01% 492
2024
Q2 		$169K Hold
7,506
– – 0.01% 480
2024
Q1 		$169K Buy
+7,506
New +$165K 0.01% 469

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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