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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
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

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Envestnet Asset Management
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DADC
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Royal Bank of Canada
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EA
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Ameriprise
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Commonwealth Equity Services
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return