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

Spire Wealth Management’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
2023 Q2	–	Sell	-355	Closed	-$7.16K	–	2439
2023 Q1	$7.16K	Buy	+355	New	+$7.1K	﹤0.01%	1954
2022 Q2	–	Sell	-450	Closed	-$10K	–	2727
2022 Q1	$10K	Buy	450 +7	+2%	+$156	﹤0.01%	2027
2021 Q4	$10K	Buy	443 +5	+1%	+$110	﹤0.01%	2375
2021 Q3	$9K	Buy	438 +4	+0.9%	+$86	﹤0.01%	2119
2021 Q2	$10K	Buy	+434	New	+$9.44K	﹤0.01%	2111

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spire Wealth Management's FTHI Position: Q2 2023 in Review

Spire Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q2 2023, closing a stake of 355 shares — an estimated $7.16K sold.

Spire Wealth Management first reported a position in FTHI in Q2 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 68 funds tracked by Wall St. Rank hold FTHI as of Q2 2023.

Spire Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 355 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2023, an estimated $7.16K.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2021 and held it in 5 quarters.
Spire Wealth Management's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $10K in Q1 2022.
68 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.