GIA
FTHI icon

Gladstone Institutional Advisory’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$590K Buy
25,698
+5,853
+29% +$138K 0.02% 507
2025
Q4 		$469K Buy
19,845
+77
+0.4% +$1.82K 0.02% 512
2025
Q3 		$469K Buy
19,768
+4,139
+26% +$96.2K 0.02% 529
2025
Q2 		$357K Sell
15,629
-3,311
-17% -$72.3K 0.01% 575
2025
Q1 		$414K Buy
18,940
+3,487
+23% +$80.3K 0.02% 511
2024
Q4 		$360K Buy
15,453
+1,562
+11% +$36.6K 0.02% 546
2024
Q3 		$320K Buy
13,891
+1,161
+9% +$26.3K 0.02% 561
2024
Q2 		$286K Buy
12,730
+85
+0.7% +$1.9K 0.01% 555
2024
Q1 		$284K Buy
12,645
+204
+2% +$4.48K 0.02% 539
2023
Q4 		$266K Buy
12,441
+398
+3% +$8.26K 0.01% 555
2023
Q3 		$246K Buy
+12,043
New +$253K 0.02% 530

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return