HighTower Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

HighTower Advisors’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-43,149	Closed	-$582K	–	3513
2022 Q4	$582K	Buy	+43,149	New	+$599K	﹤0.01%	2026
2021 Q1	–	Sell	-15,000	Closed	-$305K	–	3126
2020 Q4	$305K	Buy	+15,000	New	+$301K	﹤0.01%	1915

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HighTower Advisors's FTHY Position: Q1 2023 in Review

HighTower Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 43,149 shares — an estimated $582K sold.

HighTower Advisors first reported a position in FTHY in Q4 2020 and held it in 2 quarters. The position peaked at $582K in Q4 2022. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

HighTower Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 43,149 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023, an estimated $582K.
HighTower Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 2 quarters.
HighTower Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $582K in Q4 2022.
73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.