B. Riley Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$246	Sell	16,902 -6,098	-27%	-$96.2K	﹤0.01%	595
2022 Q1	$400K	Sell	23,000 -25,767	-53%	-$477K	0.03%	376
2021 Q4	$986K	Buy	48,767 +1,250	+3%	+$25.7K	0.07%	234
2021 Q3	$976K	Sell	47,517 -1,250	-3%	-$25.5K	0.08%	227
2021 Q2	$978K	Sell	48,767 -1,790	-4%	-$35.7K	0.11%	166
2021 Q1	$1M	Sell	50,557 -150	-0.3%	-$2.96K	0.12%	155
2020 Q4	$1.03M	Buy	50,707 +2,207	+5%	+$44.3K	0.13%	145
2020 Q3	$977K	Buy	+48,500	New	+$999K	0.12%	150

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

B. Riley Wealth Management's FTHY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 27% in Q2 2022, selling an estimated $96.2K and leaving 16,902 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #595.

B. Riley Wealth Management first reported a position in FTHY in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2020. 69 funds tracked by Wall St. Rank hold FTHY as of Q2 2022.

B. Riley Wealth Management held 16,902 shares of First Trust High Yield Opportunities 2027 Term Fund worth $246 as of Q2 2022.
B. Riley Wealth Management sold 6,098 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2022, an estimated $96.2K.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #595 holding.
B. Riley Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.03M in Q4 2020.
69 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.