MCC
FTHY

Money Concepts Capital’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Money Concepts Capital’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
2021
Q1 		– Sell
-22,359
Closed -$454K – 734
2020
Q4 		$454K Buy
+22,359
New +$449K 0.04% 299

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Money Concepts Capital's FTHY Position: Q1 2021 in Review

Money Concepts Capital sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2021, closing a stake of 22,359 shares — an estimated $454K sold.

Money Concepts Capital first reported a position in FTHY in Q4 2020 and held it in 1 quarter. The position peaked at $454K in Q4 2020. 38 funds tracked by Wall St. Rank hold FTHY as of Q1 2021.

  • Money Concepts Capital reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 22,359 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2021, an estimated $454K.
  • Money Concepts Capital first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's First Trust High Yield Opportunities 2027 Term Fund position peaked at $454K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.