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Concourse Financial Group Securities’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-14,384
Closed -$341K – 776
2024
Q4 		$341K Buy
14,384
+259
+2% +$6.08K 0.02% 579
2024
Q3 		$325K Buy
+14,125
New +$319K 0.02% 574
2022
Q2 		– Sell
-182
Closed -$3.92K – 2221
2022
Q1 		$4K Hold
182
– – ﹤0.01% 1895
2021
Q4 		$4K Hold
182
– – ﹤0.01% 2088
2021
Q3 		$4K Hold
182
– – ﹤0.01% 2114
2021
Q2 		$4K Buy
+182
New +$3.96K ﹤0.01% 2087
2021
Q1 		– Sell
-274
Closed -$5.7K – 2363
2020
Q4 		$6K Sell
274
-565
-67% -$11.2K ﹤0.01% 1848
2020
Q3 		$16K Sell
839
-379
-31% -$7.47K ﹤0.01% 1426
2020
Q2 		$24K Sell
1,218
-653
-35% -$12.2K ﹤0.01% 1233
2020
Q1 		$32K Buy
1,871
+871
+87% +$18.3K ﹤0.01% 1060
2019
Q4 		$23K Sell
1,000
-1,436
-59% -$32.4K ﹤0.01% 1212
2019
Q3 		$55K Buy
2,436
+8
+0.3% +$179 0.01% 592
2019
Q2 		$54K Buy
2,428
+854
+54% +$18.8K 0.01% 838
2019
Q1 		$34K Buy
1,574
+389
+33% +$8.3K ﹤0.01% 1023
2018
Q4 		$23K Buy
1,185
+976
+467% +$21.2K ﹤0.01% 1084
2018
Q3 		$5K Buy
+209
New +$4.85K ﹤0.01% 1389

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 $18.1B AUM 24.63% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concourse Financial Group Securities's FTHI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2025, closing a stake of 14,384 shares — an estimated $341K sold.

Concourse Financial Group Securities first reported a position in FTHI in Q3 2018 and held it in 16 quarters. The position peaked at $341K in Q4 2024. 158 funds tracked by Wall St. Rank hold FTHI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 14,384 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2025, an estimated $341K.
  • Concourse Financial Group Securities first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2018 and held it in 16 quarters.
  • Concourse Financial Group Securities's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $341K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.