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

Perennial Investment 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
2026 Q1	$3.8M	Buy	165,360 +5,861	+4%	+$138K	0.3%	64
2025 Q4	$3.77M	Buy	159,499 +34,473	+28%	+$815K	0.3%	67
2025 Q3	$2.96M	Buy	125,026 +11,252	+10%	+$262K	0.24%	81
2025 Q2	$2.6M	Buy	113,774 +2,657	+2%	+$58K	0.25%	84
2025 Q1	$2.43M	Buy	111,117 +35,486	+47%	+$817K	0.27%	73
2024 Q4	$1.76M	Buy	75,631 +36,550	+94%	+$857K	0.21%	90
2024 Q3	$900K	Buy	+39,081	New	+$884K	0.12%	155

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Perennial Investment Advisors's FTHI Position: Q1 2026 in Review

Perennial Investment Advisors increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 3.7% in Q1 2026, buying an estimated $138K and bringing the position to 165,360 shares worth $3.8M. The position accounts for 0.3% of the portfolio, ranked #64.

Perennial Investment Advisors first reported a position in FTHI in Q3 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

Perennial Investment Advisors held 165,360 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $3.8M as of Q1 2026.
Perennial Investment Advisors bought 5,861 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $138K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.3% of Perennial Investment Advisors's portfolio in Q1 2026, its #64 holding.
Perennial Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.