Kovitz Investment Group Partners’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-15,226	Closed	-$361K	–	771
2025 Q3	$361K	Buy	+15,226	New	+$354K	﹤0.01%	1133

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

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

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

DADC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Kovitz Investment Group Partners's FTHI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2025, closing a stake of 15,226 shares — an estimated $361K sold.

Kovitz Investment Group Partners first reported a position in FTHI in Q3 2025 and held it in 1 quarter. The position peaked at $361K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTHI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 15,226 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2025, an estimated $361K.
Kovitz Investment Group Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and held it in 1 quarter.
Kovitz Investment Group Partners's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $361K in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.