Great Valley Advisor Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Great Valley Advisor 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
2020 Q2	–	Sell	-16,567	Closed	-$286K	–	422
2020 Q1	$286K	Buy	+16,567	New	+$348K	0.08%	242

Other funds holding FTHI

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

RJFSA

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Great Valley Advisor Group's FTHI Position: Q2 2020 in Review

Great Valley Advisor Group sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2020, closing a stake of 16,567 shares — an estimated $286K sold.

Great Valley Advisor Group first reported a position in FTHI in Q1 2020 and held it in 1 quarter. The position peaked at $286K in Q1 2020. 37 funds tracked by Wall St. Rank hold FTHI as of Q2 2020.

Great Valley Advisor Group reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2020 after selling out during the quarter.
Great Valley Advisor Group sold 16,567 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2020, an estimated $286K.
Great Valley Advisor Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2020 and held it in 1 quarter.
Great Valley Advisor Group's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $286K in Q1 2020.
37 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.