Money Concepts Capital’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Money Concepts Capital’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
2024 Q4	–	Sell	-18,852	Closed	-$434K	–	409
2024 Q3	$434K	Buy	+18,852	New	+$426K	0.03%	308
2023 Q1	–	Sell	-234	Closed	-$4.52K	–	1389
2022 Q4	$4.52K	Buy	+234	New	+$4.56K	﹤0.01%	2395
2022 Q2	–	Sell	-300	Closed	-$7K	–	1875
2022 Q1	$7K	Buy	+300	New	+$6.67K	﹤0.01%	2068
2021 Q1	$5K	Sell	252 -166	-40%	-$3.45K	﹤0.01%	668
2020 Q4	$8K	Buy	+418	New	+$8.25K	﹤0.01%	611

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

Money Concepts Capital's FTHI Position: Q4 2024 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2024, closing a stake of 18,852 shares — an estimated $434K sold.

Money Concepts Capital first reported a position in FTHI in Q4 2020 and held it in 5 quarters. The position peaked at $434K in Q3 2024. 151 funds tracked by Wall St. Rank hold FTHI as of Q4 2024.

Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2024 after selling out during the quarter.
Money Concepts Capital sold 18,852 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2024, an estimated $434K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $434K in Q3 2024.
151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2024.

Based on Money Concepts Capital's 13F filing for Q4 2024, filed 27 Jan 2025.