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

Compass Financial Services’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 		– Sell
-292
Closed -$6.89K – 123
2025
Q4 		$6.89K Sell
292
-283
-49% -$6.69K ﹤0.01% 219
2025
Q3 		$13.6K Buy
575
+12
+2% +$279 0.01% 185
2025
Q2 		$12.9K Buy
563
+13
+2% +$284 0.01% 177
2025
Q1 		$12K Buy
+550
New +$12.7K 0.01% 163

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
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 $570B 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 $432B 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

Compass Financial Services's FTHI Position: Q1 2026 in Review

Compass Financial Services sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2026, closing a stake of 292 shares — an estimated $6.89K sold.

Compass Financial Services first reported a position in FTHI in Q1 2025 and held it in 4 quarters. The position peaked at $13.6K in Q3 2025. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

  • Compass Financial Services reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 292 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $6.89K.
  • Compass Financial Services first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $13.6K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.