NewEdge Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
260,955
-76,424
| -23% | -$1.13M | 0.02% | 664 |
|
|
2025
Q1 | $4.88M | Buy |
337,379
+3,982
| +1% | +$57.5K | 0.03% | 514 |
|
|
2024
Q4 | $4.83M | Buy |
333,397
+20,785
| +7% | +$301K | 0.03% | 509 |
|
|
2024
Q3 | $4.73M | Buy |
312,612
+265,313
| +561% | +$4.01M | 0.03% | 492 |
|
|
2024
Q2 | $677K | Buy |
+47,299
| New | +$677K | ﹤0.01% | 1249 |
|
|
2023
Q1 | – | Sell |
-6,250
| Closed | -$84.3K | – | 3691 |
|
|
2022
Q4 | $84.3K | Buy |
+6,250
| New | +$84.3K | ﹤0.01% | 1510 |
|