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 Q2	$912K	Buy	38,259 +19,777	+107%	+$469K	0.38%	54
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 $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

Marshall Investment Management's FTHI Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 107% in Q2 2026, buying an estimated $469K and bringing the position to 38,259 shares worth $912K. The position accounts for 0.38% of the portfolio, ranked #54.

Marshall Investment Management first reported a position in FTHI in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Marshall Investment Management held 38,259 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $912K as of Q2 2026.
Marshall Investment Management bought 19,777 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $469K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.38% of Marshall Investment Management's portfolio in Q2 2026, its #54 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 6 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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.