Householder Group Estate & Retirement Specialist’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$788K	Sell	33,901 -3,992	-11%	-$93.6K	0.59%	32
2024 Q3	$872K	Sell	37,893 -18,534	-33%	-$419K	0.25%	87
2024 Q2	$1.27M	Buy	56,427 +3,580	+7%	+$79.9K	0.36%	57
2024 Q1	$1.19M	Sell	52,847 -2,620	-5%	-$57.5K	0.35%	57
2023 Q4	$1.18M	Buy	55,467 +4,209	+8%	+$87.4K	0.39%	51
2023 Q3	$1.05M	Buy	+51,258	New	+$1.07M	0.38%	59

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTHI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 11% in Q4 2024, selling an estimated $93.6K and leaving 33,901 shares worth $788K. The position accounts for 0.59% of the portfolio, ranked #32.

Householder Group Estate & Retirement Specialist first reported a position in FTHI in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.27M in Q2 2024. 151 funds tracked by Wall St. Rank hold FTHI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 33,901 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $788K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,992 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2024, an estimated $93.6K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.59% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #32 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $1.27M in Q2 2024.
151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.