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

Western Wealth 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
Q1 		$237K Buy
+10,313
New +$243K 0.01% 868
2025
Q2 		– Sell
-48,275
Closed -$1.06M – 732
2025
Q1 		$1.06M Sell
48,275
-16,000
-25% -$368K 0.07% 242
2024
Q4 		$1.5M Sell
64,275
-2,200
-3% -$51.6K 0.1% 186
2024
Q3 		$1.53M Buy
66,475
+2,975
+5% +$67.3K 0.09% 237
2024
Q2 		$1.43M Buy
63,500
+9,000
+17% +$201K 0.11% 172
2024
Q1 		$1.22M Sell
54,500
-8,375
-13% -$184K 0.1% 198
2023
Q4 		$1.34M Sell
62,875
-9,665
-13% -$201K 0.1% 220
2023
Q3 		$1.48M Buy
72,540
+22,540
+45% +$473K 0.13% 169
2023
Q2 		$1.05M Buy
50,000
+25,500
+104% +$522K 0.09% 229
2023
Q1 		$494K Buy
+24,500
New +$490K 0.05% 372

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Raymond James Financial
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Envestnet Asset Management
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return