Ignite Planners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Ignite Planners’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	-14,300	Closed	-$208K	–	256
2022 Q4	$208K	Hold	14,300	–	–	0.09%	228
2022 Q3	$194K	Hold	14,300	–	–	0.15%	161
2022 Q2	$208K	Sell	14,300 -20,253	-59%	-$319K	0.17%	155
2022 Q1	$586K	Sell	34,553 -33,822	-49%	-$627K	0.39%	70
2021 Q4	$1.36M	Buy	+68,375	New	+$1.41M	0.88%	26

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

Ignite Planners's FTHY Position: Q1 2023 in Review

Ignite Planners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 14,300 shares — an estimated $208K sold.

Ignite Planners first reported a position in FTHY in Q4 2021 and held it in 5 quarters. The position peaked at $1.36M in Q4 2021. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

Ignite Planners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
Ignite Planners sold 14,300 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023, an estimated $208K.
Ignite Planners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2021 and held it in 5 quarters.
Ignite Planners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.36M in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on Ignite Planners's 13F filing for Q1 2023, filed 18 Apr 2023.