Triumph Capital Management’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Triumph Capital Management’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 Q3	$1.67M	Buy	70,934 +3,459	+5%	+$82.5K	0.29%	78
2026 Q2	$1.61M	Buy	67,475 +3,401	+5%	+$80.6K	0.29%	78
2026 Q1	$1.47M	Buy	64,074 +10,022	+19%	+$236K	0.3%	77
2025 Q4	$1.28M	Buy	+54,052	New	+$1.28M	0.28%	75

Other funds holding FTHI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Triumph Capital Management's FTHI Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 5.1% in Q3 2026, buying an estimated $82.5K and bringing the position to 70,934 shares worth $1.67M. The position accounts for 0.29% of the portfolio, ranked #78.

Triumph Capital Management first reported a position in FTHI in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold FTHI as of Q3 2026.

Triumph Capital Management held 70,934 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $1.67M as of Q3 2026.
Triumph Capital Management bought 3,459 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2026, an estimated $82.5K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.29% of Triumph Capital Management's portfolio in Q3 2026, its #78 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.