U.S. Capital Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

U.S. Capital Wealth Advisors’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	-2,500	Closed	-$33.7K	–	966
2022 Q4	$33.7K	Buy	+2,500	New	+$34.7K	﹤0.01%	973
2022 Q3	–	Sell	-10,500	Closed	-$153K	–	649
2022 Q2	$153K	Hold	10,500	–	–	0.01%	636
2022 Q1	$183K	Buy	+10,500	New	+$195K	0.01%	676

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

U.S. Capital Wealth Advisors's FTHY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2023, closing a stake of 2,500 shares — an estimated $33.7K sold.

U.S. Capital Wealth Advisors first reported a position in FTHY in Q1 2022 and held it in 3 quarters. The position peaked at $183K in Q1 2022. 73 funds tracked by Wall St. Rank hold FTHY as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,500 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2023, an estimated $33.7K.
U.S. Capital Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $183K in Q1 2022.
73 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.