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

Columbia Advisory Partners’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
2023 Q4	–	Sell	-10,839	Closed	-$144K	–	65
2023 Q3	$144K	Sell	10,839 -175	-2%	-$2.39K	0.16%	66
2023 Q2	$151K	Hold	11,014	–	–	0.16%	57
2023 Q1	$154K	Sell	11,014 -4,560	-29%	-$64.5K	0.15%	57
2022 Q4	$210K	Sell	15,574 -4,730	-23%	-$65.6K	0.2%	59
2022 Q3	$273K	Buy	20,304 +2,600	+15%	+$39K	0.33%	31
2022 Q2	$257K	Sell	17,704 -1,825	-9%	-$28.8K	0.29%	34
2022 Q1	$340K	Buy	+19,529	New	+$362K	0.34%	26

Other funds holding FTHY

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Columbia Advisory Partners's FTHY Position: Q4 2023 in Review

Columbia Advisory Partners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2023, closing a stake of 10,839 shares — an estimated $144K sold.

Columbia Advisory Partners first reported a position in FTHY in Q1 2022 and held it in 7 quarters. The position peaked at $340K in Q1 2022. 83 funds tracked by Wall St. Rank hold FTHY as of Q4 2023.

Columbia Advisory Partners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2023 after selling out during the quarter.
Columbia Advisory Partners sold 10,839 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2023, an estimated $144K.
Columbia Advisory Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 7 quarters.
Columbia Advisory Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $340K in Q1 2022.
83 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2023.

Based on Columbia Advisory Partners's 13F filing for Q4 2023, filed 10 Jan 2024.