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

Kerr Financial Planning’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	$13.1K	Hold	550	–	–	0.01%	333
2026 Q1	$12.9K	Sell	550 -50	-8%	-$1.18K	0.01%	328
2025 Q4	$14.1K	Hold	600	–	–	0.02%	327
2025 Q3	$14.2K	Buy	+600	New	+$14K	0.02%	301

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

Kerr Financial Planning's FTHI Position: Q2 2026 in Review

Kerr Financial Planning held its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) position steady in Q2 2026 at 550 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #333.

Kerr Financial Planning first reported a position in FTHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q3 2025. 223 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Kerr Financial Planning held 550 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $13.1K as of Q2 2026.
Kerr Financial Planning left its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #333 holding.
Kerr Financial Planning first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $14.2K in Q3 2025.
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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.