Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 731 |
|
|
2022
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $14.5K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2022
Q1 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 621 |
|
|
2021
Q3 | $92K | Hold |
4,500
| – | – | 0.03% | 356 |
|
|
2021
Q2 | $90K | Hold |
4,500
| – | – | 0.03% | 353 |
|
|
2021
Q1 | $89K | Buy |
+4,500
| New | +$89K | 0.05% | 264 |
|