Fortitude Advisory Group’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
Q2 | $317K | Hold |
21,341
| – | – | 0.18% | 123 |
|
|
2025
Q1 | $293K | Buy |
21,341
+4,612
| +28% | +$63.2K | 0.21% | 115 |
|
|
2024
Q4 | $242K | Hold |
16,729
| – | – | 0.15% | 150 |
|
|
2024
Q3 | $253K | Hold |
16,729
| – | – | 0.16% | 150 |
|
|
2024
Q2 | $240K | Hold |
16,729
| – | – | 0.14% | 152 |
|
|
2024
Q1 | $243K | Hold |
16,729
| – | – | 0.14% | 161 |
|
|
2023
Q4 | $233K | Hold |
16,729
| – | – | 0.14% | 170 |
|
|
2023
Q3 | $223K | Hold |
16,729
| – | – | 0.15% | 158 |
|
|
2023
Q2 | $230K | Hold |
16,729
| – | – | 0.17% | 160 |
|
|
2023
Q1 | $234K | Hold |
16,729
| – | – | 0.18% | 157 |
|
|
2022
Q4 | $226K | Buy |
+16,729
| New | +$226K | 0.19% | 163 |
|
|
2022
Q2 | – | Sell |
-9,900
| Closed | -$172K | – | 590 |
|
|
2022
Q1 | $172K | Hold |
9,900
| – | – | 0.09% | 220 |
|
|
2021
Q4 | $200K | Buy |
+9,900
| New | +$200K | 0.1% | 193 |
|