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PCG Wealth Advisors’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

PCG Wealth Advisors’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
2025
Q3 		– Sell
-74,652
Closed -$1.71M – 149
2025
Q2 		$1.71M Sell
74,652
-61,861
-45% -$1.35M 0.87% 33
2025
Q1 		$2.98M Sell
136,513
-10,248
-7% -$236K 1.04% 30
2024
Q4 		$3.42M Sell
146,761
-1,573
-1% -$36.9K 1.26% 25
2024
Q3 		$3.41M Buy
148,334
+2,673
+2% +$60.4K 1.32% 27
2024
Q2 		$3.27M Buy
145,661
+7,564
+5% +$169K 1.42% 28
2024
Q1 		$3.1M Buy
+138,097
New +$3.03M 1.48% 25
2023
Q4 		– Sell
-16,458
Closed -$336K – 105
2023
Q3 		$336K Buy
+16,458
New +$345K 0.22% 72

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return