Arkadios Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Arkadios Wealth Advisors’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
2022 Q2	–	Sell	-10,037	Closed	-$175K	–	566
2022 Q1	$175K	Sell	10,037 -5,336	-35%	-$98.9K	0.02%	539
2021 Q4	$311K	Sell	15,373 -1,248	-8%	-$25.7K	0.04%	441
2021 Q3	$341K	Sell	16,621 -426	-2%	-$8.69K	0.05%	373
2021 Q2	$341K	Sell	17,047 -938	-5%	-$18.7K	0.04%	417
2021 Q1	$357K	Buy	17,985 +4,320	+32%	+$85.4K	0.06%	314
2020 Q4	$277K	Buy	+13,665	New	+$274K	0.06%	271

Other funds holding FTHY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

PCM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Arkadios Wealth Advisors's FTHY Position: Q2 2022 in Review

Arkadios Wealth Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2022, closing a stake of 10,037 shares — an estimated $175K sold.

Arkadios Wealth Advisors first reported a position in FTHY in Q4 2020 and held it in 6 quarters. The position peaked at $357K in Q1 2021. 69 funds tracked by Wall St. Rank hold FTHY as of Q2 2022.

Arkadios Wealth Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,037 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2022, an estimated $175K.
Arkadios Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $357K in Q1 2021.
69 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.