Core Wealth Partners’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Core Wealth Partners’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 Q2	$648K	Sell	27,178 -7,155	-21%	-$170K	0.28%	83
2026 Q1	$788K	Sell	34,333 -1,243	-3%	-$29.3K	0.37%	66
2025 Q4	$840K	Sell	35,576 -1,784	-5%	-$42.2K	0.38%	59
2025 Q3	$886K	Buy	37,360 +3,059	+9%	+$71.1K	0.41%	57
2025 Q2	$784K	Buy	34,301 +8,622	+34%	+$188K	0.4%	61
2025 Q1	$561K	Buy	25,679 +8,227	+47%	+$189K	0.33%	74
2024 Q4	$406K	Buy	+17,452	New	+$409K	0.23%	94

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Core Wealth Partners's FTHI Position: Q2 2026 in Review

Core Wealth Partners reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 21% in Q2 2026, selling an estimated $170K and leaving 27,178 shares worth $648K. The position accounts for 0.28% of the portfolio, ranked #83.

Core Wealth Partners first reported a position in FTHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $886K in Q3 2025. 225 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Core Wealth Partners held 27,178 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $648K as of Q2 2026.
Core Wealth Partners sold 7,155 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $170K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.28% of Core Wealth Partners's portfolio in Q2 2026, its #83 holding.
Core Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2024 and has held it in 7 quarters since.
Core Wealth Partners's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $886K in Q3 2025.
225 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.