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 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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return