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

CreativeOne Wealth’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 		$7.15M Sell
311,521
-2,904
-0.9% -$68.5K 0.17% 114
2025
Q4 		$7.43M Buy
314,425
+27,530
+10% +$651K 0.18% 99
2025
Q3 		$6.8M Sell
286,895
-6,980
-2% -$162K 0.17% 109
2025
Q2 		$6.72M Sell
293,875
-2,332
-0.8% -$50.9K 0.18% 103
2025
Q1 		$6.48M Buy
296,207
+63,832
+27% +$1.47M 0.19% 108
2024
Q4 		$5.41M Sell
232,375
-13,699
-6% -$321K 0.17% 122
2024
Q3 		$5.66M Buy
+246,074
New +$5.56M 0.19% 107
2023
Q3 		– Sell
-13,963
Closed -$293K – 672
2023
Q2 		$293K Buy
13,963
+92
+0.7% +$1.89K 0.01% 658
2023
Q1 		$280K Buy
+13,871
New +$278K 0.01% 657

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