CSPIA
FTHY

Cary Street Partners Investment Advisory’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio FTHY Stock Details FTHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,000
Closed -$174K – 754
2024
Q1 		$174K Hold
12,000
– – 0.01% 678
2023
Q4 		$167K Sell
12,000
-3,500
-23% -$48.8K 0.01% 631
2023
Q3 		$206K Buy
15,500
+2,000
+15% +$26.6K 0.01% 546
2023
Q2 		$185K Buy
+13,500
New +$185K 0.01% 527