WealthPLAN Partners’s First Trust Strategic High FHY Stock Holding History

WealthPLAN Partners’s Portfolio FHY Stock Details FHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$4.89K	Hold	400	–	–	﹤0.01%	719
2016 Q2	$4.78K	Buy	+400	New	+$4.67K	﹤0.01%	2000
2015 Q4	$7.68K	Buy	+690	New	+$7.99K	﹤0.01%	1229

Other funds holding FHY

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

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return