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

WealthPLAN 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
2023 Q3	–	Sell	-3,288	Closed	-$45.1K	–	596
2023 Q2	$45.1K	Sell	3,288 -964	-23%	-$13.3K	0.01%	529
2023 Q1	$59.4K	Buy	+4,252	New	+$60.1K	0.01%	523
2020 Q4	–	Sell	-22,625	Closed	-$453K	–	344
2020 Q3	$453K	Hold	22,625	–	–	0.04%	207
2020 Q2	$475K	Buy	+22,625	New	+$456K	0.05%	190

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's FTHY Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2023, closing a stake of 3,288 shares — an estimated $45.1K sold.

WealthPLAN Partners first reported a position in FTHY in Q2 2020 and held it in 4 quarters. The position peaked at $475K in Q2 2020. 80 funds tracked by Wall St. Rank hold FTHY as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,288 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2023, an estimated $45.1K.
WealthPLAN Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and held it in 4 quarters.
WealthPLAN Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $475K in Q2 2020.
80 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.