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

Gradient Investments’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
2024 Q3	–	Sell	-756	Closed	-$17K	–	684
2024 Q2	$17K	Hold	756	–	–	﹤0.01%	665
2024 Q1	$17K	Hold	756	–	–	﹤0.01%	575
2023 Q4	$16.1K	Hold	756	–	–	﹤0.01%	738
2023 Q3	$15.4K	Hold	756	–	–	﹤0.01%	726
2023 Q2	$15.9K	Hold	756	–	–	﹤0.01%	728
2023 Q1	$15.2K	Hold	756	–	–	﹤0.01%	724
2022 Q4	$14.6K	Hold	756	–	–	﹤0.01%	743
2022 Q3	$14K	Hold	756	–	–	﹤0.01%	731
2022 Q2	$15K	Hold	756	–	–	﹤0.01%	697
2022 Q1	$17K	Hold	756	–	–	﹤0.01%	674
2021 Q4	$17K	Hold	756	–	–	﹤0.01%	685
2021 Q3	$16K	Hold	756	–	–	﹤0.01%	680
2021 Q2	$17K	Hold	756	–	–	﹤0.01%	664
2021 Q1	$16K	Hold	756	–	–	﹤0.01%	662
2020 Q4	$15K	Hold	756	–	–	﹤0.01%	623
2020 Q3	$15K	Hold	756	–	–	﹤0.01%	628
2020 Q2	$15K	Hold	756	–	–	﹤0.01%	579
2020 Q1	$13K	Hold	756	–	–	﹤0.01%	598
2019 Q4	$17K	Hold	756	–	–	﹤0.01%	590
2019 Q3	$17K	Hold	756	–	–	﹤0.01%	550
2019 Q2	$17K	Hold	756	–	–	﹤0.01%	536
2019 Q1	$16K	Hold	756	–	–	﹤0.01%	479
2018 Q4	$15K	Hold	756	–	–	﹤0.01%	503
2018 Q3	$18K	Hold	756	–	–	﹤0.01%	517
2018 Q2	$17K	Hold	756	–	–	﹤0.01%	512
2018 Q1	$17K	Hold	756	–	–	﹤0.01%	508
2017 Q4	$18K	Buy	+756	New	+$17.3K	﹤0.01%	485
2017 Q3	–	Sell	-756	Closed	-$16K	–	406
2017 Q2	$16K	Hold	756	–	–	﹤0.01%	419
2017 Q1	$16K	Hold	756	–	–	﹤0.01%	439
2016 Q4	$16K	Buy	+756	New	+$15.7K	﹤0.01%	381

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gradient Investments's FTHI Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2024, closing a stake of 756 shares — an estimated $17K sold.

Gradient Investments first reported a position in FTHI in Q4 2016 and held it in 30 quarters. The position peaked at $18K in Q3 2018. 127 funds tracked by Wall St. Rank hold FTHI as of Q3 2024.

Gradient Investments reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 756 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2024, an estimated $17K.
Gradient Investments first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2016 and held it in 30 quarters.
Gradient Investments's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $18K in Q3 2018.
127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.