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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.31M Buy
100,703
+28,135
+39% +$664K 0.05% 336
2025
Q4
$1.71M Buy
72,568
+11,083
+18% +$262K 0.04% 384
2025
Q3
$1.46M Buy
61,485
+10,176
+20% +$237K 0.04% 406
2025
Q2
$1.17M Sell
51,309
-29,361
-36% -$641K 0.03% 493
2025
Q1
$1.76M Buy
80,670
+52,875
+190% +$1.22M 0.03% 521
2024
Q4
$647K Buy
27,795
+3,254
+13% +$76.3K 0.02% 519
2024
Q3
$565K Buy
24,541
+14,367
+141% +$325K 0.02% 531
2024
Q2
$229K Buy
10,174
+3,529
+53% +$78.7K 0.01% 672
2024
Q1
$149K Hold
6,645
0.01% 764
2023
Q4
$142K Hold
6,645
0.01% 755
2023
Q3
$136K Hold
6,645
0.01% 786
2023
Q2
$140K Hold
6,645
0.01% 776
2023
Q1
$134K Hold
6,645
0.01% 756
2022
Q4
$128K Sell
6,645
-500
-7% -$9.74K 0.01% 768
2022
Q3
$131K Hold
7,145
0.01% 724
2022
Q2
$144K Hold
7,145
0.01% 869
2022
Q1
$163K Hold
7,145
0.01% 885
2021
Q4
$157K Sell
7,145
-1,000
-12% -$22.1K 0.01% 975
2021
Q3
$176K Hold
8,145
0.01% 914
2021
Q2
$179K Hold
8,145
0.01% 897
2021
Q1
$173K Sell
8,145
-375
-4% -$7.8K ﹤0.01% 1037
2020
Q4
$180K Sell
8,520
-2,480
-23% -$49K 0.01% 867
2020
Q3
$208K Hold
11,000
0.01% 678
2020
Q2
$208K Sell
11,000
-2,900
-21% -$54.2K 0.01% 657
2020
Q1
$238K Sell
13,900
-1,900
-12% -$40K 0.02% 561
2019
Q4
$360K Hold
15,800
0.02% 518
2019
Q3
$353K Sell
15,800
-500
-3% -$11.2K 0.02% 491
2019
Q2
$364K Sell
16,300
-600
-4% -$13.2K 0.02% 502
2019
Q1
$367K Sell
16,900
-500
-3% -$10.7K 0.02% 482
2018
Q4
$349K Buy
17,400
+3,300
+23% +$71.8K 0.03% 451
2018
Q3
$328K Buy
14,100
+1,595
+13% +$37K 0.02% 483
2018
Q2
$284K Buy
12,505
+12,005
+2,401% +$270K 0.02% 461
2018
Q1
$11K Hold
500
﹤0.01% 1606
2017
Q4
$11K Hold
500
﹤0.01% 1600
2017
Q3
$11K Hold
500
﹤0.01% 1543
2017
Q2
$10K Hold
500
﹤0.01% 1528
2017
Q1
$10K Sell
500
-567
-53% -$12.1K ﹤0.01% 1475
2016
Q4
$22K Buy
+1,067
New +$22.1K ﹤0.01% 1140

Other funds holding FTHI

Geneos Wealth Management's FTHI Position: Q1 2026 in Review

Geneos Wealth Management increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 39% in Q1 2026, buying an estimated $664K and bringing the position to 100,703 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #336.

Geneos Wealth Management first reported a position in FTHI in Q4 2016 and has held it in 38 quarters since. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

  • Geneos Wealth Management held 100,703 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $2.31M as of Q1 2026.
  • Geneos Wealth Management bought 28,135 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $664K.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Geneos Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2016 and has held it in 38 quarters since.
  • 213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.