Tower Research Capital (TRC)’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-15	Closed	–	–	5964
2022 Q4	$0	Buy	+15	New	+$208	﹤0.01%	6051
2021 Q4	–	Sell	-32	Closed	-$1K	–	6272
2021 Q3	$1K	Buy	+32	New	+$653	﹤0.01%	5473
2021 Q1	–	Sell	-508	Closed	-$10K	–	5493
2020 Q4	$10K	Buy	508 +466	+1,110%	+$9.35K	﹤0.01%	4307
2020 Q3	$1K	Buy	+42	New	+$865	﹤0.01%	4692

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

PAIM

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

KIG

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

COLIM

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

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

DADC

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

SIA

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

Tower Research Capital (TRC)'s FTHY Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 15 shares.

Tower Research Capital (TRC) first reported a position in FTHY in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

Tower Research Capital (TRC) reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 15 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023.
Tower Research Capital (TRC) first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2020 and held it in 4 quarters.
Tower Research Capital (TRC)'s First Trust High Yield Opportunities 2027 Term Fund position peaked at $10K in Q4 2020.
73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.