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

Strategic Financial Concepts’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 		$397K Sell
16,642
-116,055
-87% -$2.75M 0.12% 154
2026
Q1 		$3.05M Buy
132,697
+28,649
+28% +$676K 0.75% 34
2025
Q4 		$2.46M Buy
+104,048
New +$2.46M 2.25% 11

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 22.96% 1-Year Est. Return
Ameriprise
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
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

Strategic Financial Concepts's FTHI Position: Q2 2026 in Review

Strategic Financial Concepts reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 87% in Q2 2026, selling an estimated $2.75M and leaving 16,642 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #154.

Strategic Financial Concepts first reported a position in FTHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q1 2026. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

  • Strategic Financial Concepts held 16,642 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $397K as of Q2 2026.
  • Strategic Financial Concepts sold 116,055 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $2.75M.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.12% of Strategic Financial Concepts's portfolio in Q2 2026, its #154 holding.
  • Strategic Financial Concepts first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Financial Concepts's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $3.05M 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 Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.