Ameritas Investment Company’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Ameritas Investment Company’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 Q3	–	Sell	-154,309	Closed	-$3.25M	–	732
2021 Q2	$3.25M	Buy	154,309 +69,843	+83%	+$1.39M	0.16%	107
2021 Q1	$1.68M	Sell	84,466 -20,867	-20%	-$412K	0.15%	143
2020 Q4	$2.14M	Buy	+105,333	New	+$2.11M	0.42%	57

Other funds holding FTHY

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return

Ameritas Investment Company's FTHY Position: Q3 2021 in Review

Ameritas Investment Company sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2021, closing a stake of 154,309 shares — an estimated $3.25M sold.

Ameritas Investment Company first reported a position in FTHY in Q4 2020 and held it in 3 quarters. The position peaked at $3.25M in Q2 2021. 37 funds tracked by Wall St. Rank hold FTHY as of Q3 2021.

Ameritas Investment Company reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 154,309 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2021, an estimated $3.25M.
Ameritas Investment Company first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 3 quarters.
Ameritas Investment Company's First Trust High Yield Opportunities 2027 Term Fund position peaked at $3.25M in Q2 2021.
37 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.