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

Cyndeo 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	$425K	Buy	17,821 +2,672	+18%	+$63.3K	0.02%	368
2026 Q1	$348K	Sell	15,149 -863	-5%	-$20.4K	0.02%	386
2025 Q4	$378K	Buy	16,012 +20	+0.1%	+$473	0.02%	369
2025 Q3	$379K	Sell	15,992 -505	-3%	-$11.7K	0.02%	351
2025 Q2	$377K	Sell	16,497 -5,140	-24%	-$112K	0.02%	342
2025 Q1	$473K	Buy	21,637 +129	+0.6%	+$2.97K	0.03%	306
2024 Q4	$500K	Sell	21,508 -358	-2%	-$8.4K	0.03%	298
2024 Q3	$503K	Buy	+21,866	New	+$494K	0.04%	294

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

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

Cyndeo Wealth Partners increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 18% in Q2 2026, buying an estimated $63.3K and bringing the position to 17,821 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #368.

Cyndeo Wealth Partners first reported a position in FTHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q3 2024. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Cyndeo Wealth Partners held 17,821 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $425K as of Q2 2026.
Cyndeo Wealth Partners bought 2,672 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $63.3K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #368 holding.
Cyndeo Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $503K in Q3 2024.
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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.