Raymond James Financial Services 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
2024
Q3
$356K Buy
23,556
+1,546
+7% +$23.4K ﹤0.01% 2856
2024
Q2
$315K Buy
22,010
+5,262
+31% +$75.4K ﹤0.01% 2835
2024
Q1
$244K Buy
16,748
+657
+4% +$9.55K ﹤0.01% 2969
2023
Q4
$224K Sell
16,091
-4,253
-21% -$59.2K ﹤0.01% 2919
2023
Q3
$271K Buy
20,344
+4,518
+29% +$60.2K ﹤0.01% 2716
2023
Q2
$217K Buy
15,826
+2,872
+22% +$39.4K ﹤0.01% 2874
2023
Q1
$181K Sell
12,954
-1,184
-8% -$16.5K ﹤0.01% 2936
2022
Q4
$191K Sell
14,138
-608,170
-98% -$8.2M ﹤0.01% 2876
2022
Q3
$8.38M Buy
622,308
+275,489
+79% +$3.71M 0.02% 701
2022
Q2
$5.04M Buy
+346,819
New +$5.04M 0.01% 927