WealthPLAN Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,288
| Closed | -$45.1K | – | 596 |
|
|
2023
Q2 | $45.1K | Sell |
3,288
-964
| -23% | -$13.2K | 0.01% | 529 |
|
|
2023
Q1 | $59.4K | Buy |
+4,252
| New | +$59.4K | 0.01% | 523 |
|
|
2020
Q4 | – | Sell |
-22,625
| Closed | -$453K | – | 337 |
|
|
2020
Q3 | $453K | Hold |
22,625
| – | – | 0.04% | 206 |
|
|
2020
Q2 | $475K | Buy |
+22,625
| New | +$475K | 0.05% | 189 |
|