CRWM
FTHI icon

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

Castle Rock 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
Q3 		$393K Buy
16,434
+2,384
+17% +$56.9K 0.07% 187
2026
Q2 		$333K Sell
14,050
-816
-5% -$19.3K 0.07% 216
2026
Q1 		$344K Sell
14,866
-250
-2% -$5.9K 0.07% 203
2025
Q4 		$358K Sell
15,116
-450
-3% -$10.6K 0.08% 198
2025
Q3 		$369K Hold
15,566
– – 0.08% 188
2025
Q2 		$360K Sell
15,566
-4
-0% -$87 0.08% 182
2025
Q1 		$341K Buy
15,570
+900
+6% +$20.7K 0.09% 176
2024
Q4 		$348K Buy
14,670
+845
+6% +$19.8K 0.08% 178
2024
Q3 		$318K Buy
13,825
+400
+3% +$9.04K 0.08% 194
2024
Q2 		$303K Buy
+13,425
New +$300K 0.08% 198

Other funds holding FTHI

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Castle Rock Wealth Management's FTHI Position: Q3 2026 in Review

Castle Rock Wealth Management increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 17% in Q3 2026, buying an estimated $56.9K and bringing the position to 16,434 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #187.

Castle Rock Wealth Management first reported a position in FTHI in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

  • Castle Rock Wealth Management held 16,434 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $393K as of Q3 2026.
  • Castle Rock Wealth Management bought 2,384 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $56.9K.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.07% of Castle Rock Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Castle Rock Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.