Walkner Condon Financial Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Walkner Condon Financial 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
2021 Q1	–	Sell	-88,783	Closed	-$1.8M	–	167
2020 Q4	$1.8M	Hold	88,783	–	–	0.78%	31
2020 Q3	$1.79M	Buy	88,783 +4,583	+5%	+$94.4K	0.96%	28
2020 Q2	$1.7M	Buy	+84,200	New	+$1.7M	1.5%	15

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PAIM

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Walkner Condon Financial Advisors's FTHY Position: Q1 2021 in Review

Walkner Condon Financial Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2021, closing a stake of 88,783 shares — an estimated $1.8M sold.

Walkner Condon Financial Advisors first reported a position in FTHY in Q2 2020 and held it in 3 quarters. The position peaked at $1.8M in Q4 2020. 38 funds tracked by Wall St. Rank hold FTHY as of Q1 2021.

Walkner Condon Financial Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 88,783 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2021, an estimated $1.8M.
Walkner Condon Financial Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and held it in 3 quarters.
Walkner Condon Financial Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.8M in Q4 2020.
38 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.