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Legacy CG’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Legacy CG’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
Q3 		– Sell
-323,505
Closed -$7.39M – 49
2025
Q2 		$7.39M Sell
323,505
-411,312
-56% -$8.98M 2.2% 16
2025
Q1 		$16.1M Buy
734,817
+81,448
+12% +$1.87M 5.19% 5
2024
Q4 		$15.2M Sell
653,369
-18,048
-3% -$423K 4.66% 4
2024
Q3 		$15.5M Buy
671,417
+3,220
+0.5% +$72.8K 5.05% 2
2024
Q2 		$15M Buy
+668,197
New +$14.9M 5.11% 3

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy CG's FTHI Position: Q3 2025 in Review

Legacy CG sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2025, closing a stake of 323,505 shares — an estimated $7.39M sold.

Legacy CG first reported a position in FTHI in Q2 2024 and held it in 5 quarters. The position peaked at $16.1M in Q1 2025. 183 funds tracked by Wall St. Rank hold FTHI as of Q3 2025.

  • Legacy CG reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 323,505 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2025, an estimated $7.39M.
  • Legacy CG first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2024 and held it in 5 quarters.
  • Legacy CG's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $16.1M in Q1 2025.
  • 183 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.