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

Simplicity Wealth’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
2024
Q4 		– Sell
-9,577
Closed -$220K – 408
2024
Q3 		$220K Buy
+9,577
New +$217K 0.02% 457

Other funds holding FTHI

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

Simplicity Wealth's FTHI Position: Q4 2024 in Review

Simplicity Wealth sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2024, closing a stake of 9,577 shares — an estimated $220K sold.

Simplicity Wealth first reported a position in FTHI in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 151 funds tracked by Wall St. Rank hold FTHI as of Q4 2024.

  • Simplicity Wealth reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 9,577 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2024, an estimated $220K.
  • Simplicity Wealth first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $220K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.