SMF
FTHI icon

Sterling Manor Financial’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Sterling Manor Financial’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
Q3 		– Sell
-18,962
Closed -$426K – 29
2024
Q2 		$426K Sell
18,962
-577
-3% -$12.9K 0.32% 19
2024
Q1 		$439K Buy
19,539
+2,159
+12% +$47.4K 0.33% 18
2023
Q4 		$371K Buy
+17,380
New +$361K 0.31% 18

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sterling Manor Financial's FTHI Position: Q3 2024 in Review

Sterling Manor Financial sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2024, closing a stake of 18,962 shares — an estimated $426K sold.

Sterling Manor Financial first reported a position in FTHI in Q4 2023 and held it in 3 quarters. The position peaked at $439K in Q1 2024. 127 funds tracked by Wall St. Rank hold FTHI as of Q3 2024.

  • Sterling Manor Financial reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2024 after selling out during the quarter.
  • Sterling Manor Financial sold 18,962 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2024, an estimated $426K.
  • Sterling Manor Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2023 and held it in 3 quarters.
  • Sterling Manor Financial's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $439K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2024.

Based on Sterling Manor Financial's 13F filing for Q3 2024, filed 24 Oct 2024.