VVP
FTHY

Venture Visionary Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Venture Visionary Partners’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
2024
Q4 		– Sell
-10,088
Closed -$153K – 561
2024
Q3 		$153K Buy
+10,088
New +$148K 0.01% 526

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Venture Visionary Partners's FTHY Position: Q4 2024 in Review

Venture Visionary Partners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2024, closing a stake of 10,088 shares — an estimated $153K sold.

Venture Visionary Partners first reported a position in FTHY in Q3 2024 and held it in 1 quarter. The position peaked at $153K in Q3 2024. 88 funds tracked by Wall St. Rank hold FTHY as of Q4 2024.

  • Venture Visionary Partners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2024 after selling out during the quarter.
  • Venture Visionary Partners sold 10,088 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2024, an estimated $153K.
  • Venture Visionary Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2024 and held it in 1 quarter.
  • Venture Visionary Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $153K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2024.

Based on Venture Visionary Partners's 13F filing for Q4 2024, filed 12 Feb 2025.