WCFA
FTHY

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 Shares
Change % 		Capital Flow 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% +$92.3K 0.96% 28
2020
Q2 		$1.7M Buy
+84,200
New +$1.7M 1.5% 15