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

Sun 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	$10.1M	Buy	422,859 +20,993	+5%	+$497K	4.78%	1
2026 Q1	$9.65M	Buy	401,866 +31,152	+8%	+$735K	4.84%	1
2025 Q4	$8.76M	Buy	+370,714	New	+$8.77M	4.88%	1

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 22.9% 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

Sun Financial's FTHI Position: Q2 2026 in Review

Sun Financial increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 5.2% in Q2 2026, buying an estimated $497K and bringing the position to 422,859 shares worth $10.1M. The position accounts for 4.78% of the portfolio, ranked #1.

Sun Financial first reported a position in FTHI in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Sun Financial held 422,859 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $10.1M as of Q2 2026.
Sun Financial bought 20,993 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $497K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 4.78% of Sun Financial's portfolio in Q2 2026, its #1 holding.
Sun Financial 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.
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 Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.