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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $570B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94B AUM 20.14% 1-Year Est. Return

Sun Financial's FTHI Position: Q1 2026 in Review

Sun Financial increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 8.4% in Q1 2026, buying an estimated $735K and bringing the position to 401,866 shares worth $9.65M. The position accounts for 4.84% of the portfolio, ranked #1.

Sun Financial first reported a position in FTHI in Q4 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

  • Sun Financial held 401,866 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $9.65M as of Q1 2026.
  • Sun Financial bought 31,152 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $735K.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 4.84% of Sun Financial's portfolio in Q1 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 2 quarters since.
  • 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 Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.