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

CX Institutional’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	–	Sell	-123	Closed	-$3K	–	1599
2026 Q1	$3K	Buy	123 +2	+2%	+$47	﹤0.01%	1403
2025 Q4	$3K	Sell	121 -1,397	-92%	-$33K	﹤0.01%	1321
2025 Q3	$36K	Buy	+1,518	New	+$35.3K	﹤0.01%	994

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

CX Institutional's FTHI Position: Q2 2026 in Review

CX Institutional sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2026, closing a stake of 123 shares — an estimated $3K sold.

CX Institutional first reported a position in FTHI in Q3 2025 and held it in 3 quarters. The position peaked at $36K in Q3 2025. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

CX Institutional reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 123 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $3K.
CX Institutional first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and held it in 3 quarters.
CX Institutional's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $36K in Q3 2025.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.