WP
FHY

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

WealthPLAN Partners's FHY Position: Q3 2016 in Review

WealthPLAN Partners held its First Trust Strategic High (FHY) position steady in Q3 2016 at 400 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

WealthPLAN Partners first reported a position in FHY in Q4 2015 and has held it in 3 quarters since. The position peaked at $7.68K in Q4 2015. 34 funds tracked by Wall St. Rank hold FHY as of Q3 2016.

  • WealthPLAN Partners held 400 shares of First Trust Strategic High worth $4.89K as of Q3 2016.
  • WealthPLAN Partners left its First Trust Strategic High share count unchanged in Q3 2016.
  • First Trust Strategic High made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #719 holding.
  • WealthPLAN Partners first reported a position in First Trust Strategic High in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's First Trust Strategic High position peaked at $7.68K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held First Trust Strategic High as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.