Cresset Asset Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,088
| Closed | -$161K | – | 1691 |
|
2024
Q4 | $161K | Buy |
11,088
+213
| +2% | +$3.08K | ﹤0.01% | 1564 |
|
2024
Q3 | $164K | Buy |
10,875
+210
| +2% | +$3.18K | ﹤0.01% | 1962 |
|
2024
Q2 | $153K | Buy |
10,665
+213
| +2% | +$3.05K | ﹤0.01% | 1880 |
|
2024
Q1 | $152K | Buy |
10,452
+207
| +2% | +$3.01K | ﹤0.01% | 1782 |
|
2023
Q4 | $143K | Sell |
10,245
-1,788
| -15% | -$24.9K | ﹤0.01% | 1704 |
|
2023
Q3 | $160K | Buy |
12,033
+205
| +2% | +$2.73K | ﹤0.01% | 1626 |
|
2023
Q2 | $162K | Buy |
+11,828
| New | +$162K | ﹤0.01% | 1634 |
|