20/20 Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

20/20 Capital Management’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.63M	Sell	81,127 -13,685	-14%	-$273K	0.42%	52
2021 Q1	$1.88M	Sell	94,812 -4,979	-5%	-$98.4K	0.55%	44
2020 Q4	$1.97M	Sell	99,791 -4,753	-5%	-$95.4K	0.58%	42
2020 Q3	$2.11M	Buy	104,544 +870	+0.8%	+$17.9K	0.79%	27
2020 Q2	$2.14M	Buy	+103,674	New	+$2.09M	0.83%	26

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

20/20 Capital Management's FTHY Position: Q2 2021 in Review

20/20 Capital Management reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 14% in Q2 2021, selling an estimated $273K and leaving 81,127 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #52.

20/20 Capital Management first reported a position in FTHY in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.14M in Q2 2020. 39 funds tracked by Wall St. Rank hold FTHY as of Q2 2021.

20/20 Capital Management held 81,127 shares of First Trust High Yield Opportunities 2027 Term Fund worth $1.63M as of Q2 2021.
20/20 Capital Management sold 13,685 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2021, an estimated $273K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.42% of 20/20 Capital Management's portfolio in Q2 2021, its #52 holding.
20/20 Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and has held it in 5 quarters since.
20/20 Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.14M in Q2 2020.
39 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.