Carson Wealth (CWM LLC)’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
14,928
| – | – | ﹤0.01% | 2080 |
|
|
2025
Q1 | $216K | Hold |
14,928
| – | – | ﹤0.01% | 1870 |
|
|
2024
Q4 | $216K | Hold |
14,928
| – | – | ﹤0.01% | 1776 |
|
|
2024
Q3 | $226K | Buy |
14,928
+6
| +0% | +$91 | ﹤0.01% | 1693 |
|
|
2024
Q2 | $214K | Hold |
14,922
| – | – | ﹤0.01% | 1552 |
|
|
2024
Q1 | $217K | Buy |
14,922
+1,962
| +15% | +$28.5K | ﹤0.01% | 1474 |
|
|
2023
Q4 | $181K | Buy |
+12,960
| New | +$181K | ﹤0.01% | 1463 |
|