Steward Partners Investment Advisory
FTHI icon

Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Steward Partners Investment Advisory’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 		$3.9M Buy
163,360
+36,083
+28% +$855K 0.02% 652
2026
Q1 		$2.92M Sell
127,277
-15,377
-11% -$363K 0.01% 709
2025
Q4 		$3.37M Buy
142,654
+3,575
+3% +$84.5K 0.02% 606
2025
Q3 		$3.3M Buy
139,079
+119,032
+594% +$2.77M 0.02% 600
2025
Q2 		$458K Buy
20,047
+2,956
+17% +$64.6K ﹤0.01% 1343
2025
Q1 		$374K Buy
17,091
+3,731
+28% +$85.9K ﹤0.01% 1344
2024
Q4 		$311K Buy
13,360
+10,347
+343% +$243K ﹤0.01% 1390
2024
Q3 		$69.4K Buy
3,013
+450
+18% +$10.2K ﹤0.01% 2062
2024
Q2 		$57.6K Buy
2,563
+1,138
+80% +$25.4K ﹤0.01% 2039
2024
Q1 		$32K Hold
1,425
– – ﹤0.01% 2315
2023
Q4 		$30.4K Hold
1,425
– – ﹤0.01% 2191
2023
Q3 		$29.1K Buy
+1,425
New +$29.9K ﹤0.01% 2145
2023
Q2 		– Sell
-1,113
Closed -$22.4K – 3344
2023
Q1 		$22.4K Sell
1,113
-1,655
-60% -$33.1K ﹤0.01% 2200
2022
Q4 		$53.5K Sell
2,768
-1,088
-28% -$21.2K ﹤0.01% 1808
2022
Q3 		$71K Buy
+3,856
New +$78.8K ﹤0.01% 1623

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's FTHI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 28% in Q2 2026, buying an estimated $855K and bringing the position to 163,360 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #652.

Steward Partners Investment Advisory first reported a position in FTHI in Q3 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

  • Steward Partners Investment Advisory held 163,360 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $3.9M as of Q2 2026.
  • Steward Partners Investment Advisory bought 36,083 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $855K.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #652 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 225 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.