PFS
FTHY

Prospera Financial Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-750
Closed -$13K – 1977
2022
Q1 		$13K Buy
+750
New +$13.9K ﹤0.01% 1917

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Prospera Financial Services's FTHY Position: Q2 2022 in Review

Prospera Financial Services sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2022, closing a stake of 750 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in FTHY in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 69 funds tracked by Wall St. Rank hold FTHY as of Q2 2022.

  • Prospera Financial Services reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 750 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $13K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.