Patriot Financial Group Insurance Agency’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,050	Closed	-$15K	–	969
2022 Q2	$15K	Buy	+1,050	New	+$16.6K	﹤0.01%	1101

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FTHY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2022, closing a stake of 1,050 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in FTHY in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 62 funds tracked by Wall St. Rank hold FTHY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,050 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's First Trust High Yield Opportunities 2027 Term Fund position peaked at $15K in Q2 2022.
62 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.