LCM
FTHY

Landscape Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Landscape Capital Management’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
Q3 		– Sell
-11,295
Closed -$162K – 746
2024
Q2 		$162K Sell
11,295
-46,664
-81% -$661K 0.01% 621
2024
Q1 		$843K Sell
57,959
-51,305
-47% -$727K 0.07% 340
2023
Q4 		$1.52M Buy
+109,264
New +$1.46M 0.14% 153
2023
Q1 		– Sell
-24,758
Closed -$334K – 699
2022
Q4 		$334K Buy
+24,758
New +$344K 0.05% 356

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Landscape Capital Management's FTHY Position: Q3 2024 in Review

Landscape Capital Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2024, closing a stake of 11,295 shares — an estimated $162K sold.

Landscape Capital Management first reported a position in FTHY in Q4 2022 and held it in 4 quarters. The position peaked at $1.52M in Q4 2023. 80 funds tracked by Wall St. Rank hold FTHY as of Q3 2024.

  • Landscape Capital Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Landscape Capital Management sold 11,295 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2024, an estimated $162K.
  • Landscape Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and held it in 4 quarters.
  • Landscape Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.52M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2024.

Based on Landscape Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.