AWA
FHY

Arete Wealth Advisors’s First Trust Strategic High FHY Stock Holding History

Arete Wealth Advisors’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,007
Closed -$164K – 153
2014
Q2 		$164K Buy
+10,007
New +$161K 0.13% 117

Other funds holding FHY

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Arete Wealth Advisors's FHY Position: Q3 2014 in Review

Arete Wealth Advisors sold out of First Trust Strategic High (FHY) in Q3 2014, closing a stake of 10,007 shares — an estimated $164K sold.

Arete Wealth Advisors first reported a position in FHY in Q2 2014 and held it in 1 quarter. The position peaked at $164K in Q2 2014. 36 funds tracked by Wall St. Rank hold FHY as of Q3 2014.

  • Arete Wealth Advisors reported no remaining First Trust Strategic High position as of Q3 2014 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,007 First Trust Strategic High shares in Q3 2014, an estimated $164K.
  • Arete Wealth Advisors first reported a position in First Trust Strategic High in Q2 2014 and held it in 1 quarter.
  • Arete Wealth Advisors's First Trust Strategic High position peaked at $164K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held First Trust Strategic High as of Q3 2014.

Based on Arete Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.