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

Patriot Financial Group Insurance Agency’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	$302K	Sell	12,662 -10,292	-45%	-$244K	0.03%	384
2026 Q1	$527K	Buy	22,954 +11,536	+101%	+$272K	0.03%	429
2025 Q4	$270K	Buy	11,418 +938	+9%	+$22.2K	0.03%	413
2025 Q3	$248K	Buy	+10,480	New	+$244K	0.03%	424
2018 Q2	–	Sell	-212	Closed	-$5K	–	697
2018 Q1	$5K	Hold	212	–	–	﹤0.01%	727
2017 Q4	$5K	Hold	212	–	–	﹤0.01%	714
2017 Q3	$5K	Hold	212	–	–	﹤0.01%	689
2017 Q2	$5K	Buy	+212	New	+$4.55K	0.01%	668

Other funds holding FTHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FTHI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 45% in Q2 2026, selling an estimated $244K and leaving 12,662 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #384.

Patriot Financial Group Insurance Agency first reported a position in FTHI in Q2 2017 and has held it in 8 quarters since. The position peaked at $527K in Q1 2026. 126 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Patriot Financial Group Insurance Agency held 12,662 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $302K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 10,292 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $244K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #384 holding.
Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2017 and has held it in 8 quarters since.
Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $527K in Q1 2026.
126 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.