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

WR Wealth Planners’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 Q4	–	Sell	-478	Closed	-$9.76K	–	432
2023 Q3	$9.76K	Hold	478	–	–	﹤0.01%	570
2023 Q2	$10K	Hold	478	–	–	﹤0.01%	576
2023 Q1	$9.64K	Buy	+478	New	+$9.56K	﹤0.01%	567

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

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

WR Wealth Planners's FTHI Position: Q4 2023 in Review

WR Wealth Planners sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2023, closing a stake of 478 shares — an estimated $9.76K sold.

WR Wealth Planners first reported a position in FTHI in Q1 2023 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 95 funds tracked by Wall St. Rank hold FTHI as of Q4 2023.

WR Wealth Planners reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 478 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2023, an estimated $9.76K.
WR Wealth Planners first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $10K in Q2 2023.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.