Spire Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-19,199	Closed	-$268K	–	2440
2023 Q1	$268K	Buy	+19,199	New	+$271K	0.01%	638
2022 Q4	–	Sell	-80,510	Closed	-$1.08M	–	2349
2022 Q3	$1.08M	Sell	80,510 -6,748	-8%	-$101K	0.07%	204
2022 Q2	$1.27M	Buy	87,258 +86,476	+11,058%	+$1.36M	0.05%	286
2022 Q1	$14K	Sell	782 -105,188	-99%	-$1.95M	﹤0.01%	1920
2021 Q4	$2.14M	Buy	105,970 +105,492	+22,069%	+$2.17M	0.05%	300
2021 Q3	$10K	Sell	478 -22	-4%	-$449	﹤0.01%	2092
2021 Q2	$10K	Sell	500 -76,336	-99%	-$1.52M	﹤0.01%	2112
2021 Q1	$1.5M	Buy	+76,836	New	+$1.52M	0.04%	344

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

PAIM

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

AWA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Spire Wealth Management's FTHY Position: Q2 2023 in Review

Spire Wealth Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2023, closing a stake of 19,199 shares — an estimated $268K sold.

Spire Wealth Management first reported a position in FTHY in Q1 2021 and held it in 8 quarters. The position peaked at $2.14M in Q4 2021. 75 funds tracked by Wall St. Rank hold FTHY as of Q2 2023.

Spire Wealth Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 19,199 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2023, an estimated $268K.
Spire Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.14M in Q4 2021.
75 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.