Goldstone Financial Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Goldstone Financial Group’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	$2.63M	Sell	110,177 -1,895	-2%	-$44.9K	0.24%	77
2026 Q1	$2.57M	Sell	112,072 -5,471	-5%	-$129K	0.28%	67
2025 Q4	$2.78M	Buy	117,543 +13,500	+13%	+$319K	0.31%	60
2025 Q3	$2.47M	Buy	+104,043	New	+$2.42M	0.29%	64

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldstone Financial Group's FTHI Position: Q2 2026 in Review

Goldstone Financial Group reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 1.7% in Q2 2026, selling an estimated $44.9K and leaving 110,177 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #77.

Goldstone Financial Group first reported a position in FTHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.78M in Q4 2025. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Goldstone Financial Group held 110,177 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $2.63M as of Q2 2026.
Goldstone Financial Group sold 1,895 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $44.9K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.24% of Goldstone Financial Group's portfolio in Q2 2026, its #77 holding.
Goldstone Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and has held it in 4 quarters since.
Goldstone Financial Group's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $2.78M in Q4 2025.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.