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

Fermata 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
2026 Q3	$1.69M	Buy	71,675 +2,134	+3%	+$50.9K	0.33%	78
2026 Q2	$1.66M	Buy	69,541 +2,212	+3%	+$52.4K	0.34%	80
2026 Q1	$1.55M	Buy	67,329 +27,918	+71%	+$658K	0.35%	76
2025 Q4	$931K	Buy	39,411 +25	+0.1%	+$591	0.22%	96
2025 Q3	$934K	Buy	+39,386	New	+$916K	0.24%	94

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

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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's FTHI Position: Q3 2026 in Review

Fermata Advisors increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 3.1% in Q3 2026, buying an estimated $50.9K and bringing the position to 71,675 shares worth $1.69M. The position accounts for 0.33% of the portfolio, ranked #78.

Fermata Advisors first reported a position in FTHI in Q3 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

Fermata Advisors held 71,675 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $1.69M as of Q3 2026.
Fermata Advisors bought 2,134 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $50.9K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.33% of Fermata Advisors's portfolio in Q3 2026, its #78 holding.
Fermata Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.