Iron Horse Wealth Management’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Iron Horse Wealth Management’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 Q1	–	Sell	-547	Closed	-$11.7K	–	482
2023 Q4	$11.7K	Hold	547	–	–	0.01%	172
2023 Q3	$11.2K	Buy	+547	New	+$11.5K	0.01%	167

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

RJA

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

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

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

AAS

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

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

Iron Horse Wealth Management's FTHI Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2024, closing a stake of 547 shares — an estimated $11.7K sold.

Iron Horse Wealth Management first reported a position in FTHI in Q3 2023 and held it in 2 quarters. The position peaked at $11.7K in Q4 2023. 100 funds tracked by Wall St. Rank hold FTHI as of Q1 2024.

Iron Horse Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 547 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2024, an estimated $11.7K.
Iron Horse Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2023 and held it in 2 quarters.
Iron Horse Wealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $11.7K in Q4 2023.
100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.