BHWM
FTHY

Beaird Harris Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Beaird Harris 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
2024
Q4 		– Sell
-315
Closed -$4.76K – 510
2024
Q3 		$4.76K Sell
315
-235
-43% -$3.46K ﹤0.01% 380
2024
Q2 		$7.88K Buy
550
+235
+75% +$3.33K ﹤0.01% 402
2024
Q1 		$4.58K Hold
315
– – ﹤0.01% 397
2023
Q4 		$4.39K Buy
+315
New +$4.21K ﹤0.01% 397

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Beaird Harris Wealth Management's FTHY Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2024, closing a stake of 315 shares — an estimated $4.76K sold.

Beaird Harris Wealth Management first reported a position in FTHY in Q4 2023 and held it in 4 quarters. The position peaked at $7.88K in Q2 2024. 88 funds tracked by Wall St. Rank hold FTHY as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 315 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2024, an estimated $4.76K.
  • Beaird Harris Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and held it in 4 quarters.
  • Beaird Harris Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $7.88K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.