Cambridge Investment Research 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
$2.44M Buy
164,432
+9,655
+6% +$143K 0.01% 1280
2025
Q1
$2.24M Buy
154,777
+4,794
+3% +$69.3K 0.01% 1272
2024
Q4
$2.17M Buy
149,983
+18,966
+14% +$275K 0.01% 1304
2024
Q3
$1.98M Buy
131,017
+55,744
+74% +$843K 0.01% 1353
2024
Q2
$1.08M Sell
75,273
-7,149
-9% -$102K ﹤0.01% 1719
2024
Q1
$1.2M Buy
82,422
+1,749
+2% +$25.4K ﹤0.01% 1608
2023
Q4
$1.12M Sell
80,673
-8,792
-10% -$122K ﹤0.01% 1570
2023
Q3
$1.19M Sell
89,465
-27,554
-24% -$367K 0.01% 1452
2023
Q2
$1.61M Sell
117,019
-8,637
-7% -$119K 0.01% 1300
2023
Q1
$1.75M Sell
125,656
-11,749
-9% -$164K 0.01% 1206
2022
Q4
$1.85M Sell
137,405
-17,859
-12% -$241K 0.01% 1119
2022
Q3
$2.09M Buy
155,264
+2,959
+2% +$39.9K 0.01% 1000
2022
Q2
$2.21M Sell
152,305
-3,444
-2% -$50K 0.01% 991
2022
Q1
$2.71M Sell
155,749
-46,430
-23% -$808K 0.01% 972
2021
Q4
$4.09M Buy
202,179
+3,473
+2% +$70.2K 0.02% 739
2021
Q3
$4.08M Sell
198,706
-4,440
-2% -$91.2K 0.02% 702
2021
Q2
$4.07M Buy
203,146
+4,727
+2% +$94.8K 0.02% 727
2021
Q1
$3.94M Sell
198,419
-15,624
-7% -$310K 0.02% 670
2020
Q4
$4.35M Sell
214,043
-5,724
-3% -$116K 0.03% 580
2020
Q3
$4.43M Buy
219,767
+47,212
+27% +$951K 0.03% 502
2020
Q2
$3.49M Buy
+172,555
New +$3.49M 0.03% 552