Envestnet Asset Management
FHY

Envestnet Asset Management’s First Trust Strategic High FHY Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-1
Closed – – 3252
2016
Q4 		$0 Buy
+1
New +$12 ﹤0.01% 3488
2014
Q1 		– Sell
-8,215
Closed -$132K – 2745
2013
Q4 		$132K Sell
8,215
-11,041
-57% -$173K ﹤0.01% 935
2013
Q3 		$306K Buy
+19,256
New +$299K ﹤0.01% 721

Other funds holding FHY

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 17.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management's FHY Position: Q1 2017 in Review

Envestnet Asset Management sold out of First Trust Strategic High (FHY) in Q1 2017, closing a stake of 1 share.

Envestnet Asset Management first reported a position in FHY in Q3 2013 and held it in 3 quarters. The position peaked at $306K in Q3 2013. 27 funds tracked by Wall St. Rank hold FHY as of Q1 2017.

  • Envestnet Asset Management reported no remaining First Trust Strategic High position as of Q1 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 1 First Trust Strategic High share in Q1 2017.
  • Envestnet Asset Management first reported a position in First Trust Strategic High in Q3 2013 and held it in 3 quarters.
  • Envestnet Asset Management's First Trust Strategic High position peaked at $306K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held First Trust Strategic High as of Q1 2017.

Based on Envestnet Asset Management's 13F filing for Q1 2017, filed 9 May 2017.