Advisor OS, LLC FTHI Holdings History

Number of Shares
328,493.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-134,682.13
% of Total Estimate Gain
-1.78%

Advisor OS, LLC's First Trust BuyWrite Income ETF Holding Summary

As of 2025-03-31, Advisor OS, LLC held 328,493.00 shares of First Trust BuyWrite Income ETF(FTHI), totaling $7.18 Mil. This investment constitutes 0.82% of their stock portfolio, and Advisor OS, LLC now holds 0.57% of the outstanding First Trust BuyWrite Income ETF(FTHI) stock.

The initial trade took place in 2025Q1. And since then Advisor OS, LLC has made 1 purchases of FTHI, at an average price of $23.02, for a total of 328,493.00 shares. Based on historical transaction data and FTHI's current price of $22.61, Advisor OS, LLC's estimated gain on his FTHI holdings is $-134,682.13, reflecting a -1.78% gain to date.

Advisor OS, LLC FTHI ($22.61) Holding Chart

Advisor OS, LLC FTHI ($22.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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