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

GoalVest 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
Q2 		$9.25K Buy
+388
New +$9.2K ﹤0.01% 352
2025
Q4 		– Sell
-1,481
Closed -$35.1K – 528
2025
Q3 		$35.1K Buy
1,481
+668
+82% +$15.5K 0.01% 250
2025
Q2 		$18.6K Sell
813
-50
-6% -$1.09K ﹤0.01% 276
2025
Q1 		$18.9K Hold
863
– – 0.01% 241
2024
Q4 		$20.1K Sell
863
-1,437
-62% -$33.7K 0.01% 251
2024
Q3 		$52.9K Buy
+2,300
New +$52K 0.02% 184

Other funds holding FTHI

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return