ANBT
FTHY

American National Bank & Trust’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

American National Bank & Trust’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
2024
Q1 		– Sell
-27
Closed -$376 – 515
2023
Q4 		$376 Buy
+27
New +$361 ﹤0.01% 529

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American National Bank & Trust's FTHY Position: Q1 2024 in Review

American National Bank & Trust sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2024, closing a stake of 27 shares — an estimated $376 sold.

American National Bank & Trust first reported a position in FTHY in Q4 2023 and held it in 1 quarter. The position peaked at $376 in Q4 2023. 81 funds tracked by Wall St. Rank hold FTHY as of Q1 2024.

  • American National Bank & Trust reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2024 after selling out during the quarter.
  • American National Bank & Trust sold 27 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2024, an estimated $376.
  • American National Bank & Trust first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and held it in 1 quarter.
  • American National Bank & Trust's First Trust High Yield Opportunities 2027 Term Fund position peaked at $376 in Q4 2023.
  • 81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.