CRWM
FTHY

Castle Rock Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Castle Rock Wealth Management’s Portfolio FTHY Stock Details FTHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-150,777
Closed -$2.97M – 253
2020
Q4 		$2.97M Buy
150,777
+3,717
+3% +$73.1K 1.23% 13
2020
Q3 		$2.98M Buy
147,060
+27,860
+23% +$564K 1.95% 9
2020
Q2 		$2.45M Buy
+119,200
New +$2.45M 1.44% 11