Sterling Manor Financial’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Sterling Manor Financial’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 Q2	–	Sell	-163,223	Closed	-$2.84M	–	71
2022 Q1	$2.84M	Sell	163,223 -15,332	-9%	-$284K	2.27%	15
2021 Q4	$3.61M	Sell	178,555 -217	-0.1%	-$4.46K	2.82%	12
2021 Q3	$3.67M	Sell	178,772 -806	-0.4%	-$16.4K	3.06%	14
2021 Q2	$3.6M	Sell	179,578 -3,315	-2%	-$66.1K	2.88%	16
2021 Q1	$3.63M	Buy	182,893 +507	+0.3%	+$10K	3.23%	10
2020 Q4	$3.71M	Buy	+182,386	New	+$3.66M	3.44%	7

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

PAIM

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

AWA

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

PCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Sterling Manor Financial's FTHY Position: Q2 2022 in Review

Sterling Manor Financial sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2022, closing a stake of 163,223 shares — an estimated $2.84M sold.

Sterling Manor Financial first reported a position in FTHY in Q4 2020 and held it in 6 quarters. The position peaked at $3.71M in Q4 2020. 69 funds tracked by Wall St. Rank hold FTHY as of Q2 2022.

Sterling Manor Financial reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2022 after selling out during the quarter.
Sterling Manor Financial sold 163,223 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2022, an estimated $2.84M.
Sterling Manor Financial first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and held it in 6 quarters.
Sterling Manor Financial's First Trust High Yield Opportunities 2027 Term Fund position peaked at $3.71M in Q4 2020.
69 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2022.

Based on Sterling Manor Financial's 13F filing for Q2 2022, filed 3 Aug 2022.