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

TRUADVICE’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
2023 Q3	$281K	Sell	13,560 -1,325	-9%	-$27.8K	0.11%	183
2023 Q2	$313K	Sell	14,885 -3,798	-20%	-$77.8K	0.12%	173
2023 Q1	$380K	Buy	+18,683	New	+$374K	0.15%	148

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's FTHI Position: Q3 2023 in Review

TRUADVICE reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 8.9% in Q3 2023, selling an estimated $27.8K and leaving 13,560 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #183.

TRUADVICE first reported a position in FTHI in Q1 2023 and has held it in 3 quarters since. The position peaked at $380K in Q1 2023. 76 funds tracked by Wall St. Rank hold FTHI as of Q3 2023.

TRUADVICE held 13,560 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $281K as of Q3 2023.
TRUADVICE sold 1,325 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2023, an estimated $27.8K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.11% of TRUADVICE's portfolio in Q3 2023, its #183 holding.
TRUADVICE first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2023 and has held it in 3 quarters since.
TRUADVICE's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $380K in Q1 2023.
76 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.