First Trust BuyWrite Income ETF (FTHI)
FTHI: Actively Managed Buy-Write Strategy For Equity Income Investors
First Trust BuyWrite Income ETF earns a "Buy" rating for its active management and strong performance relative to peer strategies. FTHI offers diversified equity exposure across market caps and regions, with sector allocations differing significantly from benchmarks. The fund employs a covered call strategy on the S&P 500 to generate income for the fund, yielding 8.99% over the last twelve months.
First Trust BuyWrite Income ETF $FTHI Shares Bought by Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. lifted its holdings in shares of First Trust BuyWrite Income ETF (NASDAQ: FTHI) by 341.1% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 173,673 shares of the company's stock after acquiring an additional 134,303 shares during
Advisor Pours $23 Million Into an 8.7% Yield Play After Cutting Two Other ETFs
Ergawealth Advisors, Inc. increased its FTHI holding by 976,948 shares in the fourth quarter; the estimated trade size was $23.10 million based on quarterly average price. Meanwhile, the quarter-end value of the position rose by $22.97 million, reflecting both buying and share price changes.
FTHI: Retirees May Love This Monthly Paying Fund
First Trust BuyWrite Income ETF (FTHI) provides equity exposure to some of the highest quality growth companies in the world. FTHI currently has a starting dividend yield of ~8.6% and issues payouts on a monthly basis. The fund is a great option for retirees due to its ability to preserve capital and provide tax-efficient distributions.
Etesian Wealth Advisors Inc. Purchases Shares of 76,042 First Trust BuyWrite Income ETF $FTHI
Etesian Wealth Advisors Inc. acquired a new position in shares of First Trust BuyWrite Income ETF (NASDAQ: FTHI) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 76,042 shares of the company's stock, valued at approximately $1,803,000. Etesian Wealth Advisors Inc. owned 0.11%
Ergawealth Advisors Inc. Acquires 750,861 Shares of First Trust BuyWrite Income ETF $FTHI
Ergawealth Advisors Inc. boosted its holdings in shares of First Trust BuyWrite Income ETF (NASDAQ: FTHI) by 203.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,120,410 shares of the company's stock after acquiring an additional 750,861 shares during the quarter. First
Cwm LLC Raises Holdings in First Trust BuyWrite Income ETF $FTHI
Cwm LLC boosted its stake in shares of First Trust BuyWrite Income ETF (NASDAQ: FTHI) by 70.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 530,406 shares of the company's stock after buying an additional 219,901 shares
Fermata Advisors LLC Purchases Shares of 39,386 First Trust BuyWrite Income ETF $FTHI
Fermata Advisors LLC acquired a new position in shares of First Trust BuyWrite Income ETF (NASDAQ: FTHI) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 39,386 shares of the company's stock, valued at approximately $934,000. Fermata
FTHI: Defensive Income ETF That Can Navigate Market Uncertainty
First Trust BuyWrite Income ETF offers an 8.6% dividend yield, making it attractive for income-focused investors seeking monthly payouts and tax efficiency. FTHI uses a covered call strategy on the S&P 500, prioritizing income over price appreciation, and has shown resilience during volatile markets. While FTHI underperforms peers like DIVO in long-term total returns, its higher yield and defensive qualities suit retirees and conservative investors.
FTHI's Strategy Isn't Enough To Overcome Structural Limits
The First Trust BuyWrite Income ETF's dividend-focused stock selection fails to deliver meaningful income enhancements over the S&P 500, limiting its appeal versus alternatives like JEPI. The ETF's option-writing strategy offers limited downside protection and caps upside, with sector allocations and holdings closely mirroring the S&P 500. FTHI's yield is primarily sustained by capital return and option income, not by superior dividend yields, and its NAV growth remains modest.
FTHI: Tax-Efficient Dividend Income From Solid Option ETF
FTHI is a high-quality, diversified option ETF with a strong track record, offering a 9.2% yield and monthly distributions—ideal for income-focused investors. The fund's strategy of writing out-of-the-money options on S&P 500 stocks generates reliable income while preserving capital, though it caps upside in bull markets. FTHI underperforms traditional index ETFs during strong market growth, but could outperform if market returns slow, making it attractive in lower-growth environments.
FTHI: Why DIVO Looks Better (Rating Downgrade)
First Trust BuyWrite Income ETF holds 166 stocks and 9 short positions in call options, aiming to enhance distributions. FTHI meets its primary objective of providing income with a yield close to 9%, but price history points to a decay in inflation-adjusted value. Among popular buy-write ETFs, DIVO looks more compelling than FTHI, with a better balance between income and preservation of capital.
FTHI: Is The Trade-Off Between Income And Growth Worth It?
FTHI leverages a buy-write strategy on the S&P 500, offering a 9% distribution yield but capping upside potential. FTHI's strategy involves selling call options, generating monthly income but limiting growth, making it suitable for income-focused investors rather than those seeking capital appreciation. The fund underperformed the S&P 500 over the past decade, highlighting the trade-off between steady income and limited growth in a strong bull market.
FTHI: Low Volatility, Not Great Track Record
Covered call ETFs like FTHI offer attractive monthly distributions and reduced volatility but lag the S&P 500 in long-term performance due to capped gains in the long portion of portfolio. FTHI's defensive allocation and options strategy result in lower valuations and consistent income, making it suitable for income-focused portfolios, not broad equity exposure. Despite lower valuations and profitability on par with the S&P 500, FTHI's performance is less competitive in bullish markets due to limited upside.
FTHI: A Covered Call Play That Deserves More Attention
First Trust BuyWrite Income ETF uses options to increase income and capital appreciation. The FTHI ETF holds positions in well-known, large-cap companies such as Microsoft, Apple, and Amazon. FTHI has a sector allocation that includes technology, healthcare, consumer staples, and utilities to mitigate concentration risk.
Beacon Pointe Advisors LLC Has $1.81 Million Position in First Trust BuyWrite Income ETF (NASDAQ:FTHI)
Beacon Pointe Advisors LLC trimmed its holdings in First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 31.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 84,913 shares of the company’s stock after selling 39,836 shares during the quarter. Beacon Pointe Advisors LLC owned about 0.44% of First Trust BuyWrite Income ETF worth $1,814,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors and hedge funds also recently made changes to their positions in FTHI. Raleigh Capital Management Inc. lifted its position in First Trust BuyWrite Income ETF by 53.5% in the 3rd quarter. Raleigh Capital Management Inc. now owns 2,846 shares of the company’s stock valued at $58,000 after acquiring an additional 992 shares in the last quarter. Channel Wealth LLC purchased a new position in shares of First Trust BuyWrite Income ETF during the fourth quarter valued at approximately $211,000. Independent Wealth Network Inc. purchased a new position in shares of First Trust BuyWrite Income ETF during the fourth quarter valued at approximately $225,000. Perigon Wealth Management LLC bought a new stake in First Trust BuyWrite Income ETF during the fourth quarter worth $267,000. Finally, Treasure Coast Financial Planning raised its position in First Trust BuyWrite Income ETF by 20.4% in the 4th quarter. Treasure Coast Financial Planning now owns 14,175 shares of the company’s stock valued at $303,000 after buying an additional 2,400 shares during the last quarter. First Trust BuyWrite Income ETF Trading Up 0.1 % Shares of NASDAQ:FTHI opened at $22.57 on Monday. The stock has a market cap of $589.53 million, a PE ratio of 18.59 and a beta of 0.72. The stock’s fifty day simple moving average is $22.25 and its two-hundred day simple moving average is $21.74. First Trust BuyWrite Income ETF has a 1-year low of $19.56 and a 1-year high of $22.65. First Trust BuyWrite Income ETF Increases Dividend The company also recently declared a monthly dividend, which was paid on Tuesday, April 30th. Investors of record on Wednesday, April 24th were given a dividend of $0.168 per share. This is a positive change from First Trust BuyWrite Income ETF’s previous monthly dividend of $0.16. This represents a $2.02 dividend on an annualized basis and a dividend yield of 8.93%. The ex-dividend date was Tuesday, April 23rd. First Trust BuyWrite Income ETF Company Profile (Free Report) The First Trust BuyWrite Income ETF (FTHI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed portfolio of US-listed stocks, with an overlay of short calls on the S&P 500. FTHI was launched on Jan 6, 2014 and is managed by First Trust.
FTHI: Beating Peers Lately, But Yield History Is Weird
First Trust BuyWrite Income ETF is an actively managed fund holding 179 stocks and rolling short positions in S&P 500 call options. FTHI return has been average relative to peers over the last 3 years, but it has outperformed for 12 months. The fund meets its primary objective of providing income, although distribution history raises a doubt about yield sustainability.
FTHI Vs. JEPI: Who Has Got You Covered?
First Trust BuyWrite Income ETF seeks to provide current income to its investors. The income objective is met with a two pronged approach. The fund yields over 8% and has had decent NAV preservation since inception in 2014.
FTHI: Behind JEPI In Total Return, Ahead Of It In Growth
First Trust BuyWrite Income ETF is an actively managed exchange-traded fund that aims to provide current income and capital appreciation. The FTHI ETF holds 200+ stocks and sells call options on the S&P 500 index, for a 12-month distribution rate of 8.38% and a total expense ratio of 0.85%. FTHI has underperformed its main competitor JPMorgan Equity Premium Income ETF in total return and yield, but it beats it in capital and dividend growth.
FTHI: 8.8% Yield Likely To Revert To The Mean
First Trust BuyWrite Income ETF has a portfolio of 200+ stocks and generates income by selling call options on the S&P 500 index. Valuation metrics are better than for the benchmark.