BlueChip Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
49,195
-3,000
| -6% | -$44.6K | 0.33% | 61 |
|
|
2025
Q1 | $754K | Sell |
52,195
-2,708
| -5% | -$39.1K | 0.37% | 60 |
|
|
2024
Q4 | $795K | Buy |
54,903
+5,931
| +12% | +$85.9K | 0.44% | 47 |
|
|
2024
Q3 | $740K | Buy |
48,972
+2,735
| +6% | +$41.4K | 0.39% | 56 |
|
|
2024
Q2 | $662K | Sell |
46,237
-41,000
| -47% | -$587K | 0.39% | 58 |
|
|
2024
Q1 | $1.27M | Buy |
87,237
+14,737
| +20% | +$214K | 0.82% | 29 |
|
|
2023
Q4 | $1.01M | Buy |
+72,500
| New | +$1.01M | 0.71% | 38 |
|