Shaker Financial Services’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 | $1.38M | Sell |
93,043
-26,765
| -22% | -$397K | 0.5% | 65 |
|
|
2025
Q1 | $1.73M | Buy |
119,808
+70,421
| +143% | +$1.02M | 0.67% | 51 |
|
|
2024
Q4 | $715K | Buy |
49,387
+34,887
| +241% | +$505K | 0.27% | 107 |
|
|
2024
Q3 | $219K | Sell |
14,500
-38,669
| -73% | -$585K | 0.08% | 147 |
|
|
2024
Q2 | $761K | Buy |
53,169
+6,958
| +15% | +$99.6K | 0.31% | 91 |
|
|
2024
Q1 | $672K | Sell |
46,211
-42,933
| -48% | -$624K | 0.26% | 95 |
|
|
2023
Q4 | $1.24M | Buy |
89,144
+33,737
| +61% | +$470K | 0.51% | 68 |
|
|
2023
Q3 | $738K | Buy |
55,407
+6,572
| +13% | +$87.5K | 0.34% | 88 |
|
|
2023
Q2 | $670K | Sell |
48,835
-102,501
| -68% | -$1.41M | 0.29% | 95 |
|
|
2023
Q1 | $2.11M | Buy |
151,336
+119,143
| +370% | +$1.66M | 0.92% | 37 |
|
|
2022
Q4 | $438K | Buy |
32,193
+6,805
| +27% | +$92.6K | 0.21% | 107 |
|
|
2022
Q3 | $342K | Buy |
25,388
+6,209
| +32% | +$83.6K | 0.17% | 111 |
|
|
2022
Q2 | $279K | Sell |
19,179
-837
| -4% | -$12.2K | 0.14% | 105 |
|
|
2022
Q1 | $348K | Buy |
+20,016
| New | +$348K | 0.13% | 121 |
|