Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-300
| Closed | -$4K | – | 1013 |
|
|
2023
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $4.12K | Hold |
300
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $4.19K | Hold |
300
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $4.04K | Hold |
300
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $5K | Buy |
300
+100
| +50% | +$1.67K | ﹤0.01% | 620 |
|
|
2021
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 688 |
|