EWM
FTHY

EPG Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

EPG Wealth Management’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
Q3 		– Sell
-15,477
Closed -$225K – 384
2022
Q2 		$225K Sell
15,477
-1,305
-8% -$20.6K 0.1% 196
2022
Q1 		$292K Buy
+16,782
New +$311K 0.1% 175

Other funds holding FTHY

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EPG Wealth Management's FTHY Position: Q3 2022 in Review

EPG Wealth Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2022, closing a stake of 15,477 shares — an estimated $225K sold.

EPG Wealth Management first reported a position in FTHY in Q1 2022 and held it in 2 quarters. The position peaked at $292K in Q1 2022. 62 funds tracked by Wall St. Rank hold FTHY as of Q3 2022.

  • EPG Wealth Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2022 after selling out during the quarter.
  • EPG Wealth Management sold 15,477 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2022, an estimated $225K.
  • EPG Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 2 quarters.
  • EPG Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $292K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2022.

Based on EPG Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.