Glass Jacobson Investment Advisors’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 | $6.02K | Hold |
405
| – | – | ﹤0.01% | 460 |
|
|
2025
Q1 | $5.87K | Hold |
405
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $5.87K | Buy |
405
+12
| +3% | +$174 | ﹤0.01% | 655 |
|
|
2024
Q3 | $5.94K | Buy |
393
+8
| +2% | +$121 | ﹤0.01% | 617 |
|
|
2024
Q2 | $5.51K | Buy |
385
+5
| +1% | +$72 | ﹤0.01% | 610 |
|
|
2024
Q1 | $5.53K | Hold |
380
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $5.29K | Hold |
380
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $5.06K | Hold |
380
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $5.21K | Buy |
+380
| New | +$5.21K | ﹤0.01% | 574 |
|
|
2022
Q4 | $5.06K | Buy |
+375
| New | +$5.06K | ﹤0.01% | 591 |
|