CCM
FTHI icon

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

Coldstream Capital 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
2025
Q2 		– Sell
-271
Closed -$5.92K – 1928
2025
Q1 		$5.92K Buy
+271
New +$6.24K ﹤0.01% 2614

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Coldstream Capital Management's FTHI Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2025, closing a stake of 271 shares — an estimated $5.92K sold.

Coldstream Capital Management first reported a position in FTHI in Q1 2025 and held it in 1 quarter. The position peaked at $5.92K in Q1 2025. 168 funds tracked by Wall St. Rank hold FTHI as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 271 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2025, an estimated $5.92K.
  • Coldstream Capital Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $5.92K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.