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Sequent Planning’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Sequent Planning’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 		$2.49M Buy
108,578
+6,206
+6% +$146K 0.6% 44
2025
Q4 		$2.42M Buy
102,372
+41,549
+68% +$983K 0.62% 41
2025
Q3 		$1.44M Buy
60,823
+2,819
+5% +$65.6K 0.41% 53
2025
Q2 		$1.33M Buy
58,004
+1,400
+2% +$30.6K 0.42% 40
2025
Q1 		$1.24M Sell
56,604
-263
-0.5% -$6.05K 0.45% 38
2024
Q4 		$1.32M Sell
56,867
-753
-1% -$17.7K 0.49% 35
2024
Q3 		$1.33M Buy
57,620
+2,112
+4% +$47.8K 0.46% 37
2024
Q2 		$1.25M Sell
55,508
-4,881
-8% -$109K 0.43% 37
2024
Q1 		$1.36M Buy
+60,389
New +$1.33M 0.49% 36

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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