Arkadios Wealth Advisors’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
Q2 | – | Sell |
-10,037
| Closed | -$175K | – | 563 |
|
|
2022
Q1 | $175K | Sell |
10,037
-5,336
| -35% | -$93K | 0.02% | 536 |
|
|
2021
Q4 | $311K | Sell |
15,373
-1,248
| -8% | -$25.2K | 0.04% | 434 |
|
|
2021
Q3 | $341K | Sell |
16,621
-426
| -2% | -$8.74K | 0.05% | 373 |
|
|
2021
Q2 | $341K | Sell |
17,047
-938
| -5% | -$18.8K | 0.04% | 417 |
|
|
2021
Q1 | $357K | Buy |
17,985
+4,320
| +32% | +$85.8K | 0.06% | 314 |
|
|
2020
Q4 | $277K | Buy |
+13,665
| New | +$277K | 0.06% | 271 |
|