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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

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

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perigon Wealth Management's FTHI Position: Q4 2025 in Review

Perigon Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2025, closing a stake of 8,509 shares — an estimated $202K sold.

Perigon Wealth Management first reported a position in FTHI in Q4 2023 and held it in 8 quarters. The position peaked at $310K in Q4 2024. 207 funds tracked by Wall St. Rank hold FTHI as of Q4 2025.

Perigon Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 8,509 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2025, an estimated $202K.
Perigon Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2023 and held it in 8 quarters.
Perigon Wealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $310K in Q4 2024.
207 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.