Everest Financial Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Everest Financial Group’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	$441K	Hold	18,500	–	–	0.06%	147
2026 Q1	$425K	Buy	+18,500	New	+$436K	0.07%	142

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

Everest Financial Group's FTHI Position: Q2 2026 in Review

Everest Financial Group held its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) position steady in Q2 2026 at 18,500 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #147.

Everest Financial Group first reported a position in FTHI in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Everest Financial Group held 18,500 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $441K as of Q2 2026.
Everest Financial Group left its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #147 holding.
Everest Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2026 and has held it in 2 quarters since.
223 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.