CA
FTHY

Cetera Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Cetera Advisors’s Portfolio FTHY Stock Details FTHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$622K Buy
+42,778
New +$606K ﹤0.01% 1458

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's FTHY Position: Q1 2024 in Review

Cetera Advisors opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2024: 42,778 shares worth $622K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

81 funds tracked by Wall St. Rank hold FTHY as of Q1 2024.

  • Cetera Advisors held 42,778 shares of First Trust High Yield Opportunities 2027 Term Fund worth $622K as of Q1 2024.
  • First Trust High Yield Opportunities 2027 Term Fund was a new Cetera Advisors position in Q1 2024.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1458 holding.
  • 81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.