MHS
FTHY

M Holdings Securities’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

M Holdings Securities’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
2022
Q2 		– Sell
-10,964
Closed -$191K – 470
2022
Q1 		$191K Buy
+10,964
New +$203K 0.01% 482

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
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

M Holdings Securities's FTHY Position: Q2 2022 in Review

M Holdings Securities sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2022, closing a stake of 10,964 shares — an estimated $191K sold.

M Holdings Securities first reported a position in FTHY in Q1 2022 and held it in 1 quarter. The position peaked at $191K in Q1 2022. 69 funds tracked by Wall St. Rank hold FTHY as of Q2 2022.

  • M Holdings Securities reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 10,964 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2022, an estimated $191K.
  • M Holdings Securities first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 1 quarter.
  • M Holdings Securities's First Trust High Yield Opportunities 2027 Term Fund position peaked at $191K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.