AW
FTHY
Atlas Wealth’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-363,661
| Closed | -$5.17M | – | 104 |
|
|
2024
Q2 | $5.17M | Buy |
+363,661
| New | +$5.17M | 0.61% | 47 |
|
|
2023
Q4 | – | Sell |
-149,983
| Closed | -$2M | – | 98 |
|
|
2023
Q3 | $2M | Buy |
149,983
+50,967
| +51% | +$679K | 0.37% | 51 |
|
|
2023
Q2 | $1.35M | Buy |
99,016
+75,808
| +327% | +$1.03M | 0.25% | 65 |
|
|
2023
Q1 | $324K | Buy |
+23,208
| New | +$324K | 0.06% | 141 |
|