GM
FTHI icon

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

GeoWealth Management’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
2025
Q1 		– Sell
-6,394
Closed -$149K – 1335
2024
Q4 		$149K Sell
6,394
-54
-0.8% -$1.27K ﹤0.01% 862
2024
Q3 		$148K Buy
+6,448
New +$146K 0.01% 800

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GeoWealth Management's FTHI Position: Q1 2025 in Review

GeoWealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2025, closing a stake of 6,394 shares — an estimated $149K sold.

GeoWealth Management first reported a position in FTHI in Q3 2024 and held it in 2 quarters. The position peaked at $149K in Q4 2024. 158 funds tracked by Wall St. Rank hold FTHI as of Q1 2025.

  • GeoWealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,394 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2025, an estimated $149K.
  • GeoWealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $149K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.