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

Concurrent Investment 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
2026
Q1 		$3.33M Buy
145,039
+23,605
+19% +$557K 0.04% 461
2025
Q4 		$2.87M Buy
121,434
+6,352
+6% +$150K 0.03% 467
2025
Q3 		$2.73M Buy
115,082
+21,719
+23% +$505K 0.05% 380
2025
Q2 		$2.13M Buy
93,363
+13,907
+18% +$304K 0.04% 416
2025
Q1 		$1.74M Buy
79,456
+49,575
+166% +$1.14M 0.04% 397
2024
Q4 		$695K Sell
29,881
-544
-2% -$12.8K 0.02% 579
2024
Q3 		$700K Sell
30,425
-3,722
-11% -$84.2K 0.02% 543
2024
Q2 		$767K Sell
34,147
-2,909
-8% -$64.9K 0.03% 495
2024
Q1 		$833K Buy
37,056
+7,652
+26% +$168K 0.03% 414
2023
Q4 		$628K Buy
+29,404
New +$610K 0.03% 438

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B 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 $431B 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