LIS
FTHI icon

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

Legacy Investment Solutions’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
Q2 		$655K Buy
+28,653
New +$626K 0.34% 43
2024
Q4 		$405K Buy
17,182
+7,946
+86% +$186K 0.26% 52
2024
Q3 		$219K Buy
+9,236
New +$209K 0.13% 62

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Investment Solutions's FTHI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2025: 28,653 shares worth $655K. The stake represents 0.34% of the portfolio and ranks #43 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FTHI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FTHI in Q3 2024 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold FTHI as of Q2 2025.

  • Legacy Investment Solutions held 28,653 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $655K as of Q2 2025.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.34% of Legacy Investment Solutions's portfolio in Q2 2025, its #43 holding.
  • Legacy Investment Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.