Legacy Wealth Management (Idaho)’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Legacy Wealth Management (Idaho)’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	$3.29M	Buy	137,965 +67,425	+96%	+$1.6M	1.36%	17
2026 Q1	$1.62M	Buy	70,540 +34,801	+97%	+$821K	0.8%	25
2025 Q4	$844K	Buy	35,739 +4,324	+14%	+$102K	0.4%	54
2025 Q3	$745K	Buy	31,415 +2,762	+10%	+$64.2K	0.34%	54
2025 Q2	$655K	Buy	28,653 +7,311	+34%	+$160K	0.34%	43
2025 Q1	$467K	Buy	21,342 +4,160	+24%	+$95.8K	0.33%	44
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 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

Legacy Wealth Management (Idaho)'s FTHI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 96% in Q2 2026, buying an estimated $1.6M and bringing the position to 137,965 shares worth $3.29M. The position accounts for 1.36% of the portfolio, ranked #17.

Legacy Wealth Management (Idaho) first reported a position in FTHI in Q3 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Legacy Wealth Management (Idaho) held 137,965 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $3.29M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 67,425 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $1.6M.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 1.36% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #17 holding.
Legacy Wealth Management (Idaho) first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 8 quarters since.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.