B. Riley Wealth Management’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
Q2 | $246 | Sell |
16,902
-6,098
| -27% | -$89 | ﹤0.01% | 595 |
|
|
2022
Q1 | $400K | Sell |
23,000
-25,767
| -53% | -$448K | 0.03% | 376 |
|
|
2021
Q4 | $986K | Buy |
48,767
+1,250
| +3% | +$25.3K | 0.07% | 234 |
|
|
2021
Q3 | $976K | Sell |
47,517
-1,250
| -3% | -$25.7K | 0.08% | 227 |
|
|
2021
Q2 | $978K | Sell |
48,767
-1,790
| -4% | -$35.9K | 0.11% | 166 |
|
|
2021
Q1 | $1M | Sell |
50,557
-150
| -0.3% | -$2.98K | 0.12% | 155 |
|
|
2020
Q4 | $1.03M | Buy |
50,707
+2,207
| +5% | +$44.8K | 0.13% | 145 |
|
|
2020
Q3 | $977K | Buy |
+48,500
| New | +$977K | 0.12% | 150 |
|