Prime Capital Investment 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
Q1
Sell
-10,062
Closed -$146K 1057
2024
Q4
$146K Sell
10,062
-980
-9% -$14.2K ﹤0.01% 876
2024
Q3
$167K Sell
11,042
-991
-8% -$15K ﹤0.01% 868
2024
Q2
$172K Hold
12,033
﹤0.01% 865
2024
Q1
$175K Sell
12,033
-4,505
-27% -$65.5K ﹤0.01% 935
2023
Q4
$230K Sell
16,538
-2,109
-11% -$29.4K ﹤0.01% 831
2023
Q3
$248K Sell
18,647
-2,760
-13% -$36.8K 0.01% 637
2023
Q2
$294K Buy
+21,407
New +$294K 0.01% 610
2023
Q1
Sell
-25,338
Closed -$342K 579
2022
Q4
$342K Buy
+25,338
New +$342K 0.01% 400