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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial's FTHI Position: Q1 2026 in Review

Summit Financial reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 34% in Q1 2026, selling an estimated $611K and leaving 49,305 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #732.

Summit Financial first reported a position in FTHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q3 2025. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

Summit Financial held 49,305 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $1.13M as of Q1 2026.
Summit Financial sold 25,895 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $611K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #732 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 3 quarters since.
Summit Financial's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $2.01M in Q3 2025.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.