PWM
FTHI icon

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

Perigon Wealth Management’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
Q4 		– Sell
-8,509
Closed -$202K – 1333
2025
Q3 		$202K Sell
8,509
-3,210
-27% -$74.6K ﹤0.01% 1169
2025
Q2 		$268K Sell
11,719
-1,525
-12% -$33.3K 0.01% 880
2025
Q1 		$290K Hold
13,244
– – 0.01% 823
2024
Q4 		$310K Buy
13,244
+60
+0.5% +$1.41K 0.01% 805
2024
Q3 		$303K Sell
13,184
-260
-2% -$5.88K 0.01% 789
2024
Q2 		$302K Sell
13,444
-311
-2% -$6.94K 0.01% 684
2024
Q1 		$309K Buy
13,755
+1,235
+10% +$27.1K 0.01% 674
2023
Q4 		$267K Buy
+12,520
New +$260K 0.01% 691

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return