ACG Wealth’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-515
| Closed | -$7K | – | 526 |
|
2022
Q2 | $7K | Buy |
+515
| New | +$7K | ﹤0.01% | 731 |
|
2021
Q2 | – | Sell |
-16,638
| Closed | -$330K | – | 315 |
|
2021
Q1 | $330K | Buy |
16,638
+213
| +1% | +$4.23K | 0.04% | 235 |
|
2020
Q4 | $334K | Sell |
16,425
-1,111
| -6% | -$22.6K | 0.05% | 221 |
|
2020
Q3 | $353K | Sell |
17,536
-8,814
| -33% | -$177K | 0.05% | 202 |
|
2020
Q2 | $533K | Buy |
+26,350
| New | +$533K | 0.09% | 165 |
|