CB
FTHY

Commerce Bank’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Commerce Bank’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
2022
Q4 		– Sell
-11,009
Closed -$148K – 1142
2022
Q3 		$148K Buy
+11,009
New +$165K ﹤0.01% 1100

Other funds holding FTHY

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commerce Bank's FTHY Position: Q4 2022 in Review

Commerce Bank sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2022, closing a stake of 11,009 shares — an estimated $148K sold.

Commerce Bank first reported a position in FTHY in Q3 2022 and held it in 1 quarter. The position peaked at $148K in Q3 2022. 81 funds tracked by Wall St. Rank hold FTHY as of Q4 2022.

  • Commerce Bank reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2022 after selling out during the quarter.
  • Commerce Bank sold 11,009 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2022, an estimated $148K.
  • Commerce Bank first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2022 and held it in 1 quarter.
  • Commerce Bank's First Trust High Yield Opportunities 2027 Term Fund position peaked at $148K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2022.

Based on Commerce Bank's 13F filing for Q4 2022, filed 10 Feb 2023.