PI
FTHY

PFG Investments’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-15,208
Closed -$221K – 990
2024
Q1 		$221K Buy
+15,208
New +$216K 0.01% 857

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

PFG Investments's FTHY Position: Q2 2024 in Review

PFG Investments sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2024, closing a stake of 15,208 shares — an estimated $221K sold.

PFG Investments first reported a position in FTHY in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 81 funds tracked by Wall St. Rank hold FTHY as of Q2 2024.

  • PFG Investments reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 15,208 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2024, an estimated $221K.
  • PFG Investments first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2024 and held it in 1 quarter.
  • PFG Investments's First Trust High Yield Opportunities 2027 Term Fund position peaked at $221K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.