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

Transform Wealth’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
2025
Q1 		$910K Buy
+41,631
New +$958K 0.06% 142

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Transform Wealth's FTHI Position: Q1 2025 in Review

Transform Wealth opened a new position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2025: 41,631 shares worth $910K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

158 funds tracked by Wall St. Rank hold FTHI as of Q1 2025.

  • Transform Wealth held 41,631 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $910K as of Q1 2025.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF was a new Transform Wealth position in Q1 2025.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.06% of Transform Wealth's portfolio in Q1 2025, its #142 holding.
  • 158 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.