AWS
FTHY

Atria Wealth Solutions’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$306K Sell
20,609
-344
-2% -$4.88K 0.01% 1144
2025
Q1 		$303K Buy
20,953
+539
+3% +$7.83K ﹤0.01% 1458
2024
Q4 		$296K Sell
20,414
-1,526
-7% -$22.5K ﹤0.01% 1553
2024
Q3 		$332K Buy
21,940
+462
+2% +$6.8K ﹤0.01% 1454
2024
Q2 		$308K Buy
21,478
+454
+2% +$6.43K ﹤0.01% 1492
2024
Q1 		$306K Buy
21,024
+1,061
+5% +$15K ﹤0.01% 1548
2023
Q4 		$278K Sell
19,963
-141
-0.7% -$1.88K ﹤0.01% 1555
2023
Q3 		$268K Buy
20,104
+296
+1% +$4.04K ﹤0.01% 1486
2023
Q2 		$272K Sell
19,808
-1,817
-8% -$25K ﹤0.01% 1506
2023
Q1 		$302K Buy
21,625
+1,631
+8% +$23.1K ﹤0.01% 1409
2022
Q4 		$272K Buy
19,994
+1,091
+6% +$15.1K ﹤0.01% 1422
2022
Q3 		$255K Buy
+18,903
New +$284K ﹤0.01% 1401

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return