Independent Financial Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Independent Financial 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
2026 Q2	$4.65M	Buy	194,932 +136,628	+234%	+$3.24M	0.09%	224
2026 Q1	$1.34M	Sell	58,304 -23,551	-29%	-$555K	0.03%	527
2025 Q4	$1.93M	Sell	81,855 -10,740	-12%	-$254K	0.04%	400
2025 Q3	$2.2M	Sell	92,595 -10,429	-10%	-$243K	0.05%	359
2025 Q2	$2.35M	Buy	103,024 +27,943	+37%	+$610K	0.06%	296
2025 Q1	$1.64M	Buy	75,081 +46,503	+163%	+$1.07M	0.06%	338
2024 Q4	$665K	Buy	28,578 +12,732	+80%	+$299K	0.02%	606
2024 Q3	$365K	Buy	+15,846	New	+$358K	0.01%	788
2024 Q1	–	Sell	-9,854	Closed	-$210K	–	1031
2023 Q4	$210K	Buy	9,854 +26	+0.3%	+$540	0.01%	871
2023 Q3	$201K	Buy	+9,828	New	+$206K	0.01%	833
2023 Q1	–	Sell	-12,239	Closed	-$237K	–	851
2022 Q4	$237K	Hold	12,239	–	–	0.02%	656
2022 Q3	$226K	Hold	12,239	–	–	0.02%	623
2022 Q2	$245K	Buy	+12,239	New	+$264K	0.03%	570

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's FTHI Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 234% in Q2 2026, buying an estimated $3.24M and bringing the position to 194,932 shares worth $4.65M. The position accounts for 0.09% of the portfolio, ranked #224.

Independent Financial Group first reported a position in FTHI in Q2 2022 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Independent Financial Group held 194,932 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $4.65M as of Q2 2026.
Independent Financial Group bought 136,628 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $3.24M.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #224 holding.
Independent Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2022 and has held it in 13 quarters since.
223 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.