AWM
FTHY
Axxcess Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-83,751
| Closed | -$1.13M | – | 655 |
|
|
2022
Q4 | $1.13M | Sell |
83,751
-22,074
| -21% | -$298K | 0.09% | 205 |
|
|
2022
Q3 | $1.43M | Sell |
105,825
-9,592
| -8% | -$129K | 0.13% | 150 |
|
|
2022
Q2 | $1.68M | Buy |
115,417
+15,793
| +16% | +$229K | 0.15% | 129 |
|
|
2022
Q1 | $1.73M | Sell |
99,624
-1,808
| -2% | -$31.5K | 0.14% | 129 |
|
|
2021
Q4 | $2.05M | Buy |
+101,432
| New | +$2.05M | 0.15% | 118 |
|