Punch & Associates Investment Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.3M Buy
2025
Q1
$8.03M Sell
2024
Q4
$8.19M Sell
2024
Q3
$8.78M Sell
2024
Q2
$8.69M Buy
2024
Q1
$7.06M Sell
2023
Q4
$11.9M Sell
2023
Q3
$11.9M Buy
2023
Q2
$12M Sell
2023
Q1
$12.9M Sell
2022
Q4
$13M Buy
2022
Q3
$8.41M Buy
2022
Q2
$7.85M Buy
2022
Q1
$9.28M Buy
2021
Q4
$8.49M Buy
2021
Q3
$8.36M Sell
2021
Q2
$8.22M Buy
2021
Q1
$7.64M Buy
2020
Q4
$6.14M Buy