Snowden Capital Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Snowden Capital 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
2022 Q3	–	Sell	-13,000	Closed	-$188K	–	1131
2022 Q2	$188K	Hold	13,000	–	–	0.01%	1060
2022 Q1	$226K	Buy	13,000 +12,100	+1,344%	+$224K	0.01%	928
2021 Q4	$18K	Buy	+900	New	+$18.5K	﹤0.01%	1356

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Snowden Capital Advisors's FTHY Position: Q3 2022 in Review

Snowden Capital Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2022, closing a stake of 13,000 shares — an estimated $188K sold.

Snowden Capital Advisors first reported a position in FTHY in Q4 2021 and held it in 3 quarters. The position peaked at $226K in Q1 2022. 62 funds tracked by Wall St. Rank hold FTHY as of Q3 2022.

Snowden Capital Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2022 after selling out during the quarter.
Snowden Capital Advisors sold 13,000 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2022, an estimated $188K.
Snowden Capital Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2021 and held it in 3 quarters.
Snowden Capital Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $226K in Q1 2022.
62 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2022.

Based on Snowden Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.