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

Treasure Coast Financial Planning’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	$400K	Sell	16,754 -1,293	-7%	-$30.6K	0.19%	33
2026 Q1	$414K	Sell	18,047 -7,048	-28%	-$166K	0.21%	31
2025 Q4	$593K	Buy	25,095 +293	+1%	+$6.93K	0.31%	28
2025 Q3	$588K	Hold	24,802	–	–	0.33%	28
2025 Q2	$567K	Buy	24,802 +2,883	+13%	+$63K	0.33%	26
2025 Q1	$479K	Buy	21,919 +4,279	+24%	+$98.5K	0.3%	26
2024 Q4	$410K	Buy	17,640 +2,500	+17%	+$58.6K	0.27%	27
2024 Q3	$349K	Buy	15,140 +965	+7%	+$21.8K	0.22%	27
2024 Q2	$319K	Hold	14,175	–	–	0.21%	27
2024 Q1	$319K	Hold	14,175	–	–	0.21%	27
2023 Q4	$303K	Buy	14,175 +2,400	+20%	+$49.8K	0.21%	28
2023 Q3	$240K	Hold	11,775	–	–	0.17%	28
2023 Q2	$248K	Hold	11,775	–	–	0.17%	31
2023 Q1	$237K	Hold	11,775	–	–	0.17%	38
2022 Q4	$228K	Hold	11,775	–	–	0.17%	36
2022 Q3	$217K	Buy	+11,775	New	+$241K	0.17%	29

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

Treasure Coast Financial Planning's FTHI Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 7.2% in Q2 2026, selling an estimated $30.6K and leaving 16,754 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #33.

Treasure Coast Financial Planning first reported a position in FTHI in Q3 2022 and has held it in 16 quarters since. The position peaked at $593K in Q4 2025. 224 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Treasure Coast Financial Planning held 16,754 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $400K as of Q2 2026.
Treasure Coast Financial Planning sold 1,293 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $30.6K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.19% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #33 holding.
Treasure Coast Financial Planning first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2022 and has held it in 16 quarters since.
Treasure Coast Financial Planning's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $593K in Q4 2025.
224 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.