Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,199
| Closed | -$268K | – | 2439 |
|
|
2023
Q1 | $268K | Buy |
+19,199
| New | +$268K | 0.01% | 638 |
|
|
2022
Q4 | – | Sell |
-80,510
| Closed | -$1.08M | – | 2349 |
|
|
2022
Q3 | $1.08M | Sell |
80,510
-6,748
| -8% | -$90.9K | 0.07% | 204 |
|
|
2022
Q2 | $1.27M | Buy |
87,258
+86,476
| +11,058% | +$1.26M | 0.05% | 286 |
|
|
2022
Q1 | $14K | Sell |
782
-105,188
| -99% | -$1.88M | ﹤0.01% | 1920 |
|
|
2021
Q4 | $2.14M | Buy |
105,970
+105,492
| +22,069% | +$2.13M | 0.05% | 300 |
|
|
2021
Q3 | $10K | Sell |
478
-22
| -4% | -$460 | ﹤0.01% | 2092 |
|
|
2021
Q2 | $10K | Sell |
500
-76,336
| -99% | -$1.53M | ﹤0.01% | 2112 |
|
|
2021
Q1 | $1.5M | Buy |
+76,836
| New | +$1.5M | 0.04% | 344 |
|