True Capital Management
FTHY icon

True Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

True Capital 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
Q1 		– Sell
-12,876
Closed -$174K – 132
2022
Q4 		$174K Buy
+12,876
New +$179K 0.14% 118

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True Capital Management's FTHY Position: Q1 2023 in Review

True Capital Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 12,876 shares — an estimated $174K sold.

True Capital Management first reported a position in FTHY in Q4 2022 and held it in 1 quarter. The position peaked at $174K in Q4 2022. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

  • True Capital Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
  • True Capital Management sold 12,876 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023, an estimated $174K.
  • True Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and held it in 1 quarter.
  • True Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $174K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.