BFEC
FTHY

Benjamin F. Edwards & Company’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-1,650
Closed -$23K – 2152
2023
Q4 		$23K Buy
+1,650
New +$22.1K ﹤0.01% 1457

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's FTHY Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2024, closing a stake of 1,650 shares — an estimated $23K sold.

Benjamin F. Edwards & Company first reported a position in FTHY in Q4 2023 and held it in 1 quarter. The position peaked at $23K in Q4 2023. 81 funds tracked by Wall St. Rank hold FTHY as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,650 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2024, an estimated $23K.
  • Benjamin F. Edwards & Company first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's First Trust High Yield Opportunities 2027 Term Fund position peaked at $23K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.