CAPTRUST Financial Advisors’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-1,943	Closed	-$39K	–	2799
2022 Q2	$39K	Buy	1,943 +43	+2%	+$926	﹤0.01%	2947
2022 Q1	$44K	Buy	1,900 +26	+1%	+$578	﹤0.01%	2878
2021 Q4	$41K	Sell	1,874 -280	-13%	-$6.18K	﹤0.01%	2809
2021 Q3	$46K	Buy	+2,154	New	+$46.3K	﹤0.01%	2631

Other funds holding FTHI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's FTHI Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2022, closing a stake of 1,943 shares — an estimated $39K sold.

CAPTRUST Financial Advisors first reported a position in FTHI in Q3 2021 and held it in 4 quarters. The position peaked at $46K in Q3 2021. 45 funds tracked by Wall St. Rank hold FTHI as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 1,943 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2022, an estimated $39K.
CAPTRUST Financial Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2021 and held it in 4 quarters.
CAPTRUST Financial Advisors's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $46K in Q3 2021.
45 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.