RCM
FTHY

Raleigh Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Raleigh Capital Management’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
2023
Q4 		– Sell
-1
Closed -$9 – 1129
2023
Q3 		$9 Buy
+1
New +$14 ﹤0.01% 955

Other funds holding FTHY

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KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Raleigh Capital Management's FTHY Position: Q4 2023 in Review

Raleigh Capital Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2023, closing a stake of 1 share — an estimated $9 sold.

Raleigh Capital Management first reported a position in FTHY in Q3 2023 and held it in 1 quarter. The position peaked at $9 in Q3 2023. 83 funds tracked by Wall St. Rank hold FTHY as of Q4 2023.

  • Raleigh Capital Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 1 First Trust High Yield Opportunities 2027 Term Fund share in Q4 2023, an estimated $9.
  • Raleigh Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2023 and held it in 1 quarter.
  • Raleigh Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $9 in Q3 2023.
  • 83 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.