MPW
FTHY

MGO Private Wealth’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

MGO Private Wealth’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
-17,362
Closed -$234K – 83
2022
Q4 		$234K Sell
17,362
-82
-0.5% -$1.14K 0.11% 113
2022
Q3 		$235K Buy
+17,444
New +$262K 0.11% 115

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
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
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

MGO Private Wealth's FTHY Position: Q1 2023 in Review

MGO Private Wealth sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 17,362 shares — an estimated $234K sold.

MGO Private Wealth first reported a position in FTHY in Q3 2022 and held it in 2 quarters. The position peaked at $235K in Q3 2022. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

  • MGO Private Wealth reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 17,362 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023, an estimated $234K.
  • MGO Private Wealth first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's First Trust High Yield Opportunities 2027 Term Fund position peaked at $235K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.