TJHA
FHY

Thomas J. Herzfeld Advisors’s First Trust Strategic High FHY Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,106
Closed -$282K – 326
2018
Q1 		$282K Buy
23,106
+11,597
+101% +$144K 0.11% 102
2017
Q4 		$148K Buy
+11,509
New +$150K 0.06% 134

Other funds holding FHY

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Thomas J. Herzfeld Advisors's FHY Position: Q2 2018 in Review

Thomas J. Herzfeld Advisors sold out of First Trust Strategic High (FHY) in Q2 2018, closing a stake of 23,106 shares — an estimated $282K sold.

Thomas J. Herzfeld Advisors first reported a position in FHY in Q4 2017 and held it in 2 quarters. The position peaked at $282K in Q1 2018. 1 fund tracked by Wall St. Rank holds FHY as of Q2 2018.

  • Thomas J. Herzfeld Advisors reported no remaining First Trust Strategic High position as of Q2 2018 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 23,106 First Trust Strategic High shares in Q2 2018, an estimated $282K.
  • Thomas J. Herzfeld Advisors first reported a position in First Trust Strategic High in Q4 2017 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's First Trust Strategic High position peaked at $282K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held First Trust Strategic High as of Q2 2018.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.