Guardian Wealth Advisors (North Carolina)’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023 Q3	–	Sell	-128	Closed	-$2.69K	–	429
2023 Q2	$2.69K	Hold	128	–	–	﹤0.01%	382
2023 Q1	$2.58K	Hold	128	–	–	﹤0.01%	375
2022 Q4	$2.47K	Hold	128	–	–	﹤0.01%	347
2022 Q3	$2K	Hold	128	–	–	﹤0.01%	321
2022 Q2	$3K	Hold	128	–	–	﹤0.01%	327
2022 Q1	$3K	Hold	128	–	–	﹤0.01%	234
2021 Q4	$3K	Buy	+128	New	+$2.83K	﹤0.01%	223

Other funds holding FTHI

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s FTHI Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2023, closing a stake of 128 shares — an estimated $2.69K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTHI in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 76 funds tracked by Wall St. Rank hold FTHI as of Q3 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 128 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2023, an estimated $2.69K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2021 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $3K in Q2 2022.
76 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.