IA
FHY

IFP Advisors’s First Trust Strategic High FHY Stock Holding History

IFP Advisors’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-124
Closed -$2K – 4395
2017
Q3 		$2K Hold
124
– – ﹤0.01% 3853
2017
Q2 		$2K Hold
124
– – ﹤0.01% 3833
2017
Q1 		$2K Hold
124
– – ﹤0.01% 3755
2016
Q4 		$2K Hold
124
– – ﹤0.01% 3727
2016
Q3 		$2K Hold
124
– – ﹤0.01% 3678
2016
Q2 		$1K Buy
+124
New +$1.45K ﹤0.01% 3784

Other funds holding FHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

IFP Advisors's FHY Position: Q4 2017 in Review

IFP Advisors sold out of First Trust Strategic High (FHY) in Q4 2017, closing a stake of 124 shares — an estimated $2K sold.

IFP Advisors first reported a position in FHY in Q2 2016 and held it in 6 quarters. The position peaked at $2K in Q3 2017. 31 funds tracked by Wall St. Rank hold FHY as of Q4 2017.

  • IFP Advisors reported no remaining First Trust Strategic High position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 124 First Trust Strategic High shares in Q4 2017, an estimated $2K.
  • IFP Advisors first reported a position in First Trust Strategic High in Q2 2016 and held it in 6 quarters.
  • IFP Advisors's First Trust Strategic High position peaked at $2K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.