Lucia Wealth Services’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Lucia Wealth Services’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
2020 Q3	$988K	Sell	51,516 -4,035	-7%	-$79.5K	0.23%	74
2020 Q2	$1.08M	Buy	55,551 +17,569	+46%	+$329K	0.29%	59
2020 Q1	$655K	Buy	+37,982	New	+$799K	0.22%	84

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lucia Wealth Services's FTHI Position: Q3 2020 in Review

Lucia Wealth Services reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 7.3% in Q3 2020, selling an estimated $79.5K and leaving 51,516 shares worth $988K. The position accounts for 0.23% of the portfolio, ranked #74.

Lucia Wealth Services first reported a position in FTHI in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.08M in Q2 2020. 36 funds tracked by Wall St. Rank hold FTHI as of Q3 2020.

Lucia Wealth Services held 51,516 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $988K as of Q3 2020.
Lucia Wealth Services sold 4,035 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2020, an estimated $79.5K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.23% of Lucia Wealth Services's portfolio in Q3 2020, its #74 holding.
Lucia Wealth Services first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2020 and has held it in 3 quarters since.
Lucia Wealth Services's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $1.08M in Q2 2020.
36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.