B. Riley 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
Q4 | – | Sell |
-20,634
| Closed | -$278K | – | 1529 |
|
|
2022
Q3 | $278K | Buy |
+20,634
| New | +$278K | 0.01% | 1048 |
|
|
2022
Q1 | – | Sell |
-30,814
| Closed | -$623K | – | 1432 |
|
|
2021
Q4 | $623K | Sell |
30,814
-2,077
| -6% | -$42K | 0.02% | 710 |
|
|
2021
Q3 | $669K | Sell |
32,891
-2,124
| -6% | -$43.2K | 0.02% | 666 |
|
|
2021
Q2 | $700K | Buy |
35,015
+199
| +0.6% | +$3.98K | 0.02% | 637 |
|
|
2021
Q1 | $699K | Sell |
34,816
-13
| -0% | -$261 | 0.02% | 592 |
|
|
2020
Q4 | $708K | Sell |
34,829
-21,334
| -38% | -$434K | 0.04% | 432 |
|
|
2020
Q3 | $1.13M | Buy |
56,163
+1,163
| +2% | +$23.5K | 0.06% | 290 |
|
|
2020
Q2 | $1.11M | Buy |
+55,000
| New | +$1.11M | 0.07% | 260 |
|