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