Perigon Wealth Management’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 | $237K | Buy |
15,965
+2,000
| +14% | +$29.7K | 0.01% | 936 |
|
|
2025
Q1 | $202K | Sell |
13,965
-415
| -3% | -$6K | 0.01% | 969 |
|
|
2024
Q4 | $207K | Hold |
14,380
| – | – | 0.01% | 964 |
|
|
2024
Q3 | $217K | Buy |
14,380
+743
| +5% | +$11.2K | 0.01% | 906 |
|
|
2024
Q2 | $195K | Buy |
+13,637
| New | +$195K | 0.01% | 815 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$163K | – | 691 |
|
|
2020
Q4 | $163K | Buy |
+8,000
| New | +$163K | 0.02% | 436 |
|