CA
FHY

Calton & Associates’s First Trust Strategic High FHY Stock Holding History

Calton & Associates’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-696
Closed -$8K – 1521
2017
Q4 		$8K Buy
+696
New +$9.08K ﹤0.01% 1146

Other funds holding FHY

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calton & Associates's FHY Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Strategic High (FHY) in Q1 2018, closing a stake of 696 shares — an estimated $8K sold.

Calton & Associates first reported a position in FHY in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 29 funds tracked by Wall St. Rank hold FHY as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Strategic High position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 696 First Trust Strategic High shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in First Trust Strategic High in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Strategic High position peaked at $8K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held First Trust Strategic High as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.