Janney Montgomery Scott
FTHY

Janney Montgomery Scott’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$253K Buy
18,725
+750
+4% +$10.4K ﹤0.01% 2501
2025
Q4 		$253K Buy
17,975
+2,000
+13% +$28.2K ﹤0.01% 2663
2025
Q3 		$231K Sell
15,975
-380
-2% -$5.57K ﹤0.01% 2651
2025
Q2 		$243K Sell
16,355
-2,000
-11% -$28.4K ﹤0.01% 2466
2025
Q1 		$265K Buy
18,355
+380
+2% +$5.52K ﹤0.01% 2374
2024
Q4 		$260K Sell
17,975
-3,393
-16% -$50K ﹤0.01% 2398
2024
Q3 		$323K Buy
21,368
+599
+3% +$8.81K ﹤0.01% 2246
2024
Q2 		$297K Sell
20,769
-1,426
-6% -$20.2K ﹤0.01% 2214
2024
Q1 		$323K Buy
22,195
+1,323
+6% +$18.7K ﹤0.01% 2287
2023
Q4 		$291K Sell
20,872
-426
-2% -$5.69K ﹤0.01% 2236
2023
Q3 		$284K Sell
21,298
-3,102
-13% -$42.3K ﹤0.01% 2159
2023
Q2 		$335K Sell
24,400
-4,000
-14% -$55.1K ﹤0.01% 2165
2023
Q1 		$396K Buy
28,400
+2,350
+9% +$33.2K ﹤0.01% 1871
2022
Q4 		$351K Buy
26,050
+3,200
+14% +$44.4K ﹤0.01% 2000
2022
Q3 		$308K Buy
22,850
+500
+2% +$7.5K ﹤0.01% 1992
2022
Q2 		$321K Sell
22,350
-12,087
-35% -$191K ﹤0.01% 1874
2022
Q1 		$600K Hold
34,437
– – ﹤0.01% 1526
2021
Q4 		$696K Buy
34,437
+975
+3% +$20K ﹤0.01% 1536
2021
Q3 		$688K Buy
33,462
+4,262
+15% +$86.9K ﹤0.01% 1480
2021
Q2 		$585K Buy
29,200
+15,150
+108% +$302K ﹤0.01% 1545
2021
Q1 		$279K Buy
+14,050
New +$278K ﹤0.01% 1888

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return