Israel Englander’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Israel Englander’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
2024 Q2	–	Sell	-14,961	Closed	-$218K	–	6097
2024 Q1	$218K	Buy	+14,961	New	+$212K	﹤0.01%	5331
2023 Q4	–	Sell	-20,345	Closed	-$271K	–	6227
2023 Q3	$271K	Buy	+20,345	New	+$277K	﹤0.01%	4991
2023 Q2	–	Sell	-11,437	Closed	-$160K	–	6291
2023 Q1	$160K	Buy	+11,437	New	+$162K	﹤0.01%	5262
2021 Q1	–	Sell	-34,178	Closed	-$694K	–	6115
2020 Q4	$694K	Buy	+34,178	New	+$686K	﹤0.01%	3965

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Israel Englander's FTHY Position: Q2 2024 in Review

Israel Englander sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2024, closing a stake of 14,961 shares — an estimated $218K sold.

Israel Englander first reported a position in FTHY in Q4 2020 and held it in 4 quarters. The position peaked at $694K in Q4 2020. 81 funds tracked by Wall St. Rank hold FTHY as of Q2 2024.

Israel Englander reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2024 after selling out during the quarter.
Israel Englander sold 14,961 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2024, an estimated $218K.
Israel Englander first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 4 quarters.
Israel Englander's First Trust High Yield Opportunities 2027 Term Fund position peaked at $694K in Q4 2020.
81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.