Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
20,609
-344
| -2% | -$5.11K | 0.01% | 1143 |
|
|
2025
Q1 | $303K | Buy |
20,953
+539
| +3% | +$7.79K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $296K | Sell |
20,414
-1,526
| -7% | -$22.1K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $332K | Buy |
21,940
+462
| +2% | +$6.99K | ﹤0.01% | 1443 |
|
|
2024
Q2 | $308K | Buy |
21,478
+454
| +2% | +$6.5K | ﹤0.01% | 1475 |
|
|
2024
Q1 | $306K | Buy |
21,024
+1,061
| +5% | +$15.4K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $278K | Sell |
19,963
-141
| -0.7% | -$1.96K | ﹤0.01% | 1543 |
|
|
2023
Q3 | $268K | Buy |
20,104
+296
| +1% | +$3.94K | ﹤0.01% | 1478 |
|
|
2023
Q2 | $272K | Sell |
19,808
-1,817
| -8% | -$24.9K | ﹤0.01% | 1500 |
|
|
2023
Q1 | $302K | Buy |
21,625
+1,631
| +8% | +$22.8K | ﹤0.01% | 1403 |
|
|
2022
Q4 | $272K | Buy |
19,994
+1,091
| +6% | +$14.8K | ﹤0.01% | 1414 |
|
|
2022
Q3 | $255K | Buy |
+18,903
| New | +$255K | ﹤0.01% | 1393 |
|