IFP Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

IFP Advisors’s Portfolio DHF Stock Details DHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-75	Closed	-$1K	–	3614
2022 Q4	$1K	Hold	75	–	–	﹤0.01%	4317
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	4529
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	4310
2022 Q1	$1K	Buy	+75	New	+$215	﹤0.01%	4310
2017 Q4	–	Sell	-7,650	Closed	-$27K	–	3862
2017 Q3	$27K	Hold	7,650	–	–	﹤0.01%	2406
2017 Q2	$27K	Buy	7,650 +3,400	+80%	+$11.9K	﹤0.01%	2389
2017 Q1	$14K	Sell	4,250 -500	-11%	-$1.7K	﹤0.01%	2711
2016 Q4	$16K	Hold	4,750	–	–	﹤0.01%	2602
2016 Q3	$16K	Hold	4,750	–	–	﹤0.01%	2533
2016 Q2	$16K	Buy	+4,750	New	+$15.3K	﹤0.01%	2483
2016 Q1	–	Sell	-5,750	Closed	-$18K	–	2594
2015 Q4	$18K	Buy	+5,750	New	+$17.9K	﹤0.01%	2214

Other funds holding DHF

SIA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

IFP Advisors's DHF Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2023, closing a stake of 75 shares — an estimated $1K sold.

IFP Advisors first reported a position in DHF in Q4 2015 and held it in 11 quarters. The position peaked at $27K in Q3 2017. 64 funds tracked by Wall St. Rank hold DHF as of Q1 2023.

IFP Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 75 BNY Mellon High Yield Strategies Fund shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's BNY Mellon High Yield Strategies Fund position peaked at $27K in Q3 2017.
64 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.