MWA
FTHY

Moser Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Moser Wealth Advisors’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
Q2 		– Sell
-320
Closed -$6K – 156
2021
Q1 		$6K Buy
+320
New +$6.32K ﹤0.01% 115

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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $38.8B AUM 21.88% 1-Year Est. Return

Moser Wealth Advisors's FTHY Position: Q2 2021 in Review

Moser Wealth Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2021, closing a stake of 320 shares — an estimated $6K sold.

Moser Wealth Advisors first reported a position in FTHY in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 39 funds tracked by Wall St. Rank hold FTHY as of Q2 2021.

  • Moser Wealth Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2021 after selling out during the quarter.
  • Moser Wealth Advisors sold 320 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2021, an estimated $6K.
  • Moser Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2021 and held it in 1 quarter.
  • Moser Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $6K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.