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

First Heartland Consultants’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
2021 Q2	–	Sell	-14,945	Closed	-$315K	–	404
2021 Q1	$315K	Sell	14,945 -4,564	-23%	-$94.9K	0.05%	278
2020 Q4	$394K	Buy	19,509 +3,719	+24%	+$73.4K	0.07%	191
2020 Q3	$303K	Buy	15,790 +725	+5%	+$14.3K	0.06%	209
2020 Q2	$293K	Hold	15,065	–	–	0.06%	214
2020 Q1	$260K	Hold	15,065	–	–	0.07%	207
2019 Q4	$344K	Buy	15,065 +489	+3%	+$11K	0.07%	215
2019 Q3	$328K	Hold	14,576	–	–	0.07%	217
2019 Q2	$326K	Hold	14,576	–	–	0.08%	203
2019 Q1	$317K	Hold	14,576	–	–	0.09%	197
2018 Q4	$294K	Buy	+14,576	New	+$317K	0.11%	176

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

First Heartland Consultants's FTHI Position: Q2 2021 in Review

First Heartland Consultants sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2021, closing a stake of 14,945 shares — an estimated $315K sold.

First Heartland Consultants first reported a position in FTHI in Q4 2018 and held it in 10 quarters. The position peaked at $394K in Q4 2020. 29 funds tracked by Wall St. Rank hold FTHI as of Q2 2021.

First Heartland Consultants reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 14,945 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2021, an estimated $315K.
First Heartland Consultants first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2018 and held it in 10 quarters.
First Heartland Consultants's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $394K in Q4 2020.
29 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.