RFA
FTHY

Register Financial Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Register Financial Advisors’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
2024
Q3 		– Sell
-6,551
Closed -$93.8K – 464
2024
Q2 		$93.8K Hold
6,551
– – 0.05% 275
2024
Q1 		$95.3K Buy
+6,551
New +$92.8K 0.05% 269

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Register Financial Advisors's FTHY Position: Q3 2024 in Review

Register Financial Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2024, closing a stake of 6,551 shares — an estimated $93.8K sold.

Register Financial Advisors first reported a position in FTHY in Q1 2024 and held it in 2 quarters. The position peaked at $95.3K in Q1 2024. 80 funds tracked by Wall St. Rank hold FTHY as of Q3 2024.

  • Register Financial Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 6,551 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2024, an estimated $93.8K.
  • Register Financial Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $95.3K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.