Next Financial Group’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-489	Closed	-$10K	–	2562
2020 Q4	$10K	Hold	489	–	–	﹤0.01%	1779
2020 Q3	$9K	Buy	+489	New	+$9.63K	﹤0.01%	1660
2020 Q2	–	Sell	-489	Closed	-$8K	–	1060
2020 Q1	$8K	Hold	489	–	–	﹤0.01%	1584
2019 Q4	$11K	Hold	489	–	–	﹤0.01%	1737
2019 Q3	$11K	Hold	489	–	–	﹤0.01%	1674
2019 Q2	$11K	Buy	+489	New	+$10.8K	﹤0.01%	1648
2019 Q1	–	Sell	-767	Closed	-$15K	–	1798
2018 Q4	$15K	Buy	767 +142	+23%	+$3.09K	﹤0.01%	1202
2018 Q3	$15K	Buy	+625	New	+$14.5K	0.01%	874
2017 Q1	–	Sell	-1,459	Closed	-$31K	–	2011
2016 Q4	$31K	Buy	1,459 +489	+50%	+$10.1K	0.01%	1159
2016 Q3	$20K	Buy	+970	New	+$19.6K	﹤0.01%	1357

Other funds holding FTHI

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DADC

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

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

RJA

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Next Financial Group's FTHI Position: Q1 2021 in Review

Next Financial Group sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2021, closing a stake of 489 shares — an estimated $10K sold.

Next Financial Group first reported a position in FTHI in Q3 2016 and held it in 10 quarters. The position peaked at $31K in Q4 2016. 33 funds tracked by Wall St. Rank hold FTHI as of Q1 2021.

Next Financial Group reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 489 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2021, an estimated $10K.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2016 and held it in 10 quarters.
Next Financial Group's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $31K in Q4 2016.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.