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 Q2	$2.19M	Sell	91,757 -16,821	-15%	-$399K	0.47%	59
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

DADC

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

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

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 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

Sequent Planning's FTHI Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 15% in Q2 2026, selling an estimated $399K and leaving 91,757 shares worth $2.19M. The position accounts for 0.47% of the portfolio, ranked #59.

Sequent Planning first reported a position in FTHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2026. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Sequent Planning held 91,757 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $2.19M as of Q2 2026.
Sequent Planning sold 16,821 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $399K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.47% of Sequent Planning's portfolio in Q2 2026, its #59 holding.
Sequent Planning first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $2.49M in Q1 2026.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.