BBPWM
FTHY

Blue Bell Private Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Blue Bell Private 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
2026
Q1 		$947 Sell
70
-550
-89% -$7.64K ﹤0.01% 683
2025
Q4 		$8.72K Buy
620
+550
+786% +$7.76K ﹤0.01% 570
2025
Q3 		$1.01K Hold
70
– – ﹤0.01% 677
2025
Q2 		$1.04K Hold
70
– – ﹤0.01% 673
2025
Q1 		$1.01K Hold
70
– – ﹤0.01% 668
2024
Q4 		$1.01K Hold
70
– – ﹤0.01% 623
2024
Q3 		$1.06K Hold
70
– – ﹤0.01% 641
2024
Q2 		$1K Hold
70
– – ﹤0.01% 663
2024
Q1 		$1.02K Hold
70
– – ﹤0.01% 675
2023
Q4 		$975 Buy
+70
New +$936 ﹤0.01% 674

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