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

Summit 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
2026 Q2	$1.27M	Buy	53,178 +3,873	+8%	+$91.8K	0.01%	766
2026 Q1	$1.13M	Sell	49,305 -25,895	-34%	-$611K	0.01%	732
2025 Q4	$1.78M	Sell	75,200 -9,422	-11%	-$223K	0.03%	522
2025 Q3	$2.01M	Buy	+84,622	New	+$1.97M	0.03%	480

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's FTHI Position: Q2 2026 in Review

Summit Financial increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 7.9% in Q2 2026, buying an estimated $91.8K and bringing the position to 53,178 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #766.

Summit Financial first reported a position in FTHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q3 2025. 225 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Summit Financial held 53,178 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $1.27M as of Q2 2026.
Summit Financial bought 3,873 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $91.8K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #766 holding.
Summit Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $2.01M in Q3 2025.
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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.