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 Q3	$4.21M	Sell	178,362 -16,570	-9%	-$395K	0.08%	254
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's FTHI Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 8.5% in Q3 2026, selling an estimated $395K and leaving 178,362 shares worth $4.21M. The position accounts for 0.08% of the portfolio, ranked #254.

Independent Financial Group first reported a position in FTHI in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.65M in Q2 2026. 27 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

Independent Financial Group held 178,362 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $4.21M as of Q3 2026.
Independent Financial Group sold 16,570 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $395K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.08% of Independent Financial Group's portfolio in Q3 2026, its #254 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 14 quarters since.
Independent Financial Group's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $4.65M in Q2 2026.
27 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.