Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Buy |
1,359
+35
| +3% | +$520 | 0.01% | 534 |
|
|
2025
Q1 | $19.1K | Buy |
1,324
+33
| +3% | +$477 | 0.01% | 519 |
|
|
2024
Q4 | $18.7K | Buy |
1,291
+33
| +3% | +$478 | 0.01% | 705 |
|
|
2024
Q3 | $19K | Buy |
1,258
+33
| +3% | +$499 | 0.01% | 720 |
|
|
2024
Q2 | $17.5K | Buy |
1,225
+33
| +3% | +$473 | 0.01% | 714 |
|
|
2024
Q1 | $17.3K | Buy |
1,192
+32
| +3% | +$465 | 0.01% | 746 |
|
|
2023
Q4 | $16.2K | Buy |
1,160
+33
| +3% | +$460 | 0.01% | 269 |
|
|
2023
Q3 | $15K | Buy |
1,127
+31
| +3% | +$413 | 0.01% | 262 |
|
|
2023
Q2 | $15K | Buy |
1,096
+31
| +3% | +$425 | 0.01% | 280 |
|
|
2023
Q1 | $14.9K | Buy |
1,065
+28
| +3% | +$391 | 0.01% | 299 |
|
|
2022
Q4 | $14K | Buy |
1,037
+28
| +3% | +$377 | 0.01% | 296 |
|
|
2022
Q3 | $14K | Buy |
+1,009
| New | +$14K | 0.01% | 289 |
|