Elevated Capital Advisors’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Elevated Capital Advisors’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
2024 Q1	–	Sell	-35,325	Closed	-$755K	–	181
2023 Q4	$755K	Buy	35,325 +14,830	+72%	+$308K	0.24%	108
2023 Q3	$418K	Buy	20,495 +786	+4%	+$16.5K	0.14%	132
2023 Q2	$414K	Buy	19,709 +1,686	+9%	+$34.5K	0.14%	143
2023 Q1	$363K	Buy	+18,023	New	+$361K	0.13%	139

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Elevated Capital Advisors's FTHI Position: Q1 2024 in Review

Elevated Capital Advisors sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2024, closing a stake of 35,325 shares — an estimated $755K sold.

Elevated Capital Advisors first reported a position in FTHI in Q1 2023 and held it in 4 quarters. The position peaked at $755K in Q4 2023. 100 funds tracked by Wall St. Rank hold FTHI as of Q1 2024.

Elevated Capital Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2024 after selling out during the quarter.
Elevated Capital Advisors sold 35,325 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2024, an estimated $755K.
Elevated Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2023 and held it in 4 quarters.
Elevated Capital Advisors's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $755K in Q4 2023.
100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2024.

Based on Elevated Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.