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

Elevation 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 Q3	$4.91M	Buy	208,256 +1,607	+0.8%	+$38.3K	1.38%	18
2026 Q2	$4.93M	Buy	206,649 +424	+0.2%	+$10K	1.48%	15
2026 Q1	$4.73M	Buy	206,225 +6,135	+3%	+$145K	1.7%	13
2025 Q4	$4.73M	Buy	200,090 +1,286	+0.6%	+$30.4K	1.67%	12
2025 Q3	$4.71M	Buy	198,804 +11,183	+6%	+$260K	1.7%	12
2025 Q2	$4.29M	Buy	187,621 +1,403	+0.8%	+$30.6K	1.69%	12
2025 Q1	$4.07M	Buy	186,218 +12,836	+7%	+$295K	1.76%	12
2024 Q4	$4.11M	Buy	173,382 +150,240	+649%	+$3.52M	1.74%	12
2024 Q3	$533K	Buy	+23,142	New	+$523K	0.23%	67

Other funds holding FTHI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Elevation Wealth Partners's FTHI Position: Q3 2026 in Review

Elevation Wealth Partners increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 0.78% in Q3 2026, buying an estimated $38.3K and bringing the position to 208,256 shares worth $4.91M. The position accounts for 1.38% of the portfolio, ranked #18.

Elevation Wealth Partners first reported a position in FTHI in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.93M in Q2 2026. 40 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

Elevation Wealth Partners held 208,256 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $4.91M as of Q3 2026.
Elevation Wealth Partners bought 1,607 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $38.3K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 1.38% of Elevation Wealth Partners's portfolio in Q3 2026, its #18 holding.
Elevation 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 9 quarters since.
Elevation Wealth Partners's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $4.93M in Q2 2026.
40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.