NC
FTHY

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

NovaPoint 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
2025
Q4 		– Sell
-13,775
Closed -$200K – 100
2025
Q3 		$200K Hold
13,775
– – 0.05% 145
2025
Q2 		$205K Hold
13,775
– – 0.06% 76
2025
Q1 		$199K Sell
13,775
-1,000
-7% -$14.5K 0.06% 137
2024
Q4 		$214K Sell
14,775
-600
-4% -$8.84K 0.07% 125
2024
Q3 		$232K Hold
15,375
– – 0.07% 121
2024
Q2 		$220K Hold
15,375
– – 0.07% 125
2024
Q1 		$224K Hold
15,375
– – 0.08% 127
2023
Q4 		$214K Buy
15,375
+1,094
+8% +$14.6K 0.08% 127
2023
Q3 		$190K Sell
14,281
-1,500
-10% -$20.5K 0.08% 132
2023
Q2 		$217K Hold
15,781
– – 0.08% 126
2023
Q1 		$220K Sell
15,781
-155
-1% -$2.19K 0.09% 120
2022
Q4 		$215K Hold
15,936
– – 0.09% 115
2022
Q3 		$215K Buy
15,936
+3,600
+29% +$54K 0.1% 116
2022
Q2 		$179K Buy
12,336
+1,000
+9% +$15.8K 0.08% 124
2022
Q1 		$197K Buy
11,336
+32
+0.3% +$593 0.07% 135
2021
Q4 		$229K Buy
+11,304
New +$232K 0.08% 130

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