Creative Planning
FHY

Creative Planning’s First Trust Strategic High FHY Stock Holding History

Creative Planning’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-257
Closed -$4K – 4606
2017
Q2 		$4K Sell
257
-250
-49% -$3.36K ﹤0.01% 4146
2017
Q1 		$7K Hold
507
– – ﹤0.01% 3839
2016
Q4 		$6K Hold
507
– – ﹤0.01% 3915
2016
Q3 		$6K Buy
507
+408
+412% +$4.96K ﹤0.01% 3851
2016
Q2 		$1K Hold
99
– – ﹤0.01% 4312
2016
Q1 		$1K Hold
99
– – ﹤0.01% 4269
2015
Q4 		$1K Hold
99
– – ﹤0.01% 4363
2015
Q3 		$1K Buy
+99
New +$1.23K ﹤0.01% 4260
2015
Q1 		– Sell
-99
Closed -$1K – 4666
2014
Q4 		$1K Hold
99
– – ﹤0.01% 4100
2014
Q3 		$2K Sell
99
-158
-61% -$2.48K ﹤0.01% 3773
2014
Q2 		$4K Hold
257
– – ﹤0.01% 3371
2014
Q1 		$4K Hold
257
– – ﹤0.01% 3230
2013
Q4 		$4K Hold
257
– – ﹤0.01% 2974
2013
Q3 		$4K Hold
257
– – ﹤0.01% 2860
2013
Q2 		$4K Buy
+257
New +$4.31K ﹤0.01% 2679

Other funds holding FHY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Creative Planning's FHY Position: Q3 2017 in Review

Creative Planning sold out of First Trust Strategic High (FHY) in Q3 2017, closing a stake of 257 shares — an estimated $4K sold.

Creative Planning first reported a position in FHY in Q2 2013 and held it in 15 quarters. The position peaked at $7K in Q1 2017. 26 funds tracked by Wall St. Rank hold FHY as of Q3 2017.

  • Creative Planning reported no remaining First Trust Strategic High position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 257 First Trust Strategic High shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in First Trust Strategic High in Q2 2013 and held it in 15 quarters.
  • Creative Planning's First Trust Strategic High position peaked at $7K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held First Trust Strategic High as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.