GA
FTHI icon

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
Q3 		$4.17K Sell
177
-211
-54% -$5.03K ﹤0.01% 587
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

GoalVest Advisory's FTHI Position: Q3 2026 in Review

GoalVest Advisory reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 54% in Q3 2026, selling an estimated $5.03K and leaving 177 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

GoalVest Advisory first reported a position in FTHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.9K in Q3 2024. 28 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

  • GoalVest Advisory held 177 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $4.17K as of Q3 2026.
  • GoalVest Advisory sold 211 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $5.03K.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #587 holding.
  • GoalVest Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 7 quarters since.
  • GoalVest Advisory's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $52.9K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.