Private Client Services’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Private Client Services’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 Q3	$738K	Buy	31,291 +4,587	+17%	+$109K	0.2%	96
2026 Q2	$637K	Buy	26,704 +5,295	+25%	+$125K	0.17%	113
2026 Q1	$491K	Buy	21,409 +3,020	+16%	+$71.2K	0.15%	119
2025 Q4	$434K	Buy	18,389 +2,309	+14%	+$54.6K	0.14%	112
2025 Q3	$381K	Buy	16,080 +597	+4%	+$13.9K	0.13%	124
2025 Q2	$354K	Buy	15,483 +5,105	+49%	+$111K	0.14%	133
2025 Q1	$227K	Buy	10,378 +231	+2%	+$5.32K	0.11%	168
2024 Q4	$236K	Buy	10,147 +143	+1%	+$3.35K	0.13%	159
2024 Q3	$230K	Buy	+10,004	New	+$226K	0.12%	152

Other funds holding FTHI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Private Client Services's FTHI Position: Q3 2026 in Review

Private Client Services increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 17% in Q3 2026, buying an estimated $109K and bringing the position to 31,291 shares worth $738K. The position accounts for 0.2% of the portfolio, ranked #96.

Private Client Services first reported a position in FTHI in Q3 2024 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

Private Client Services held 31,291 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $738K as of Q3 2026.
Private Client Services bought 4,587 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $109K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.2% of Private Client Services's portfolio in Q3 2026, its #96 holding.
Private Client Services first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and has held it in 9 quarters since.
28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.