IA
FTHY

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

IFP 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
Q4 		– Sell
-750
Closed -$9.99K – 3155
2023
Q3 		$9.99K Hold
750
– – ﹤0.01% 2255
2023
Q2 		$10.3K Hold
750
– – ﹤0.01% 2292
2023
Q1 		$15K Sell
750
-750
-50% -$10.6K ﹤0.01% 2135
2022
Q4 		$30K Hold
1,500
– – ﹤0.01% 2592
2022
Q3 		$30K Hold
1,500
– – ﹤0.01% 2768
2022
Q2 		$30K Hold
1,500
– – ﹤0.01% 2526
2022
Q1 		$30K Buy
+1,500
New +$27.8K ﹤0.01% 2526

Other funds holding FTHY

Morgan Stanley
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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

IFP Advisors's FTHY Position: Q4 2023 in Review

IFP Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2023, closing a stake of 750 shares — an estimated $9.99K sold.

IFP Advisors first reported a position in FTHY in Q1 2022 and held it in 7 quarters. The position peaked at $30K in Q4 2022. 83 funds tracked by Wall St. Rank hold FTHY as of Q4 2023.

  • IFP Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 750 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2023, an estimated $9.99K.
  • IFP Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 7 quarters.
  • IFP Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $30K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.