LRWM
FTHI icon

Lord & Richards Wealth Management’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-197
Closed -$4.31K – 88
2025
Q1 		$4.31K Buy
+197
New +$4.54K ﹤0.01% 126

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 $18.1B AUM 24.63% 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 $43.3B AUM 29.3% 1-Year Est. Return

Lord & Richards Wealth Management's FTHI Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2025, closing a stake of 197 shares — an estimated $4.31K sold.

Lord & Richards Wealth Management first reported a position in FTHI in Q1 2025 and held it in 1 quarter. The position peaked at $4.31K in Q1 2025. 168 funds tracked by Wall St. Rank hold FTHI as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 197 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2025, an estimated $4.31K.
  • Lord & Richards Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $4.31K in Q1 2025.
  • 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 Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.