Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97K | Sell |
537
-632
| -54% | -$9.39K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $16.9K | Buy |
+1,169
| New | +$16.9K | ﹤0.01% | 2401 |
|
|
2024
Q1 | – | Sell |
-2,778
| Closed | -$38.7K | – | 2164 |
|
|
2023
Q4 | $38.7K | Hold |
2,778
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q3 | $37K | Hold |
2,778
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q2 | $38.1K | Hold |
2,778
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q1 | $38.8K | Hold |
2,778
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q4 | $37.4K | Buy |
+2,778
| New | +$37.4K | ﹤0.01% | 1151 |
|