HCR Wealth Advisors’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-100	Closed	-$2K	–	197
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	258
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	235
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	240
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	231
2019 Q4	$2K	Buy	+100	New	+$2.26K	﹤0.01%	229

Other funds holding FTHI

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

IAIM

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DADC

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

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

RJA

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

HCR Wealth Advisors's FTHI Position: Q1 2021 in Review

HCR Wealth Advisors sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in FTHI in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 33 funds tracked by Wall St. Rank hold FTHI as of Q1 2021.

HCR Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 100 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2021, an estimated $2K.
HCR Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $2K in Q4 2020.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.