EverSource Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726 | Buy |
49
+1
| +2% | +$15 | ﹤0.01% | 3798 |
|
|
2025
Q1 | $688 | Sell |
48
-367
| -88% | -$5.26K | ﹤0.01% | 3350 |
|
|
2024
Q4 | $6.01K | Buy |
415
+10
| +2% | +$145 | ﹤0.01% | 2264 |
|
|
2024
Q3 | $6.12K | Sell |
405
-1,516
| -79% | -$22.9K | ﹤0.01% | 2138 |
|
|
2024
Q2 | $28.6K | Buy |
1,921
+51
| +3% | +$760 | ﹤0.01% | 1340 |
|
|
2024
Q1 | $26.5K | Buy |
1,870
+67
| +4% | +$948 | ﹤0.01% | 1234 |
|
|
2023
Q4 | $25.1K | Buy |
1,803
+52
| +3% | +$724 | ﹤0.01% | 1141 |
|
|
2023
Q3 | $23.3K | Buy |
1,751
+49
| +3% | +$653 | ﹤0.01% | 1069 |
|
|
2023
Q2 | $23.4K | Buy |
1,702
+47
| +3% | +$645 | ﹤0.01% | 1094 |
|
|
2023
Q1 | $23.1K | Buy |
1,655
+15
| +0.9% | +$209 | ﹤0.01% | 1022 |
|
|
2022
Q4 | $22.1K | Hold |
1,640
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q3 | $22K | Hold |
1,640
| – | – | 0.01% | 871 |
|
|
2022
Q2 | $24K | Hold |
1,640
| – | – | 0.01% | 783 |
|
|
2022
Q1 | $29K | Hold |
1,640
| – | – | 0.01% | 578 |
|
|
2021
Q4 | $33K | Buy |
+1,640
| New | +$33K | 0.01% | 506 |
|