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

Marshall Investment 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
2026 Q1	$424K	Buy	18,482 +35	+0.2%	+$825	0.2%	60
2025 Q4	$436K	Buy	18,447 +1,731	+10%	+$40.9K	0.22%	61
2025 Q3	$396K	Buy	+16,716	New	+$389K	0.21%	59
2025 Q2	–	Sell	-16,716	Closed	-$365K	–	93
2025 Q1	$365K	Buy	16,716 +1,742	+12%	+$40.1K	0.23%	54
2024 Q4	$345K	Buy	+14,974	New	+$351K	0.2%	55

Other funds holding FTHI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Marshall Investment Management's FTHI Position: Q1 2026 in Review

Marshall Investment Management increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 0.19% in Q1 2026, buying an estimated $825 and bringing the position to 18,482 shares worth $424K. The position accounts for 0.2% of the portfolio, ranked #60.

Marshall Investment Management first reported a position in FTHI in Q4 2024 and has held it in 5 quarters since. The position peaked at $436K in Q4 2025. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

Marshall Investment Management held 18,482 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $424K as of Q1 2026.
Marshall Investment Management bought 35 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $825.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.2% of Marshall Investment Management's portfolio in Q1 2026, its #60 holding.
Marshall Investment Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $436K in Q4 2025.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.