Wealth Enhancement & Preservation of GA’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020 Q1	–	Sell	-28,014	Closed	-$625K	–	49
2019 Q4	$625K	Buy	+28,014	New	+$632K	0.32%	41

Other funds holding FTHI

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

RJA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FTHI Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q1 2020, closing a stake of 28,014 shares — an estimated $625K sold.

Wealth Enhancement & Preservation of GA first reported a position in FTHI in Q4 2019 and held it in 1 quarter. The position peaked at $625K in Q4 2019. 44 funds tracked by Wall St. Rank hold FTHI as of Q1 2020.

Wealth Enhancement & Preservation of GA reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q1 2020 after selling out during the quarter.
Wealth Enhancement & Preservation of GA sold 28,014 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2020, an estimated $625K.
Wealth Enhancement & Preservation of GA first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2019 and held it in 1 quarter.
Wealth Enhancement & Preservation of GA's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $625K in Q4 2019.
44 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.