WA
FHY

WFG Advisors’s First Trust Strategic High FHY Stock Holding History

WFG Advisors’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
Q4 		– Sell
-500
Closed -$6K – 1852
2016
Q3 		$6K Buy
+500
New +$6.08K ﹤0.01% 1256
2015
Q1 		– Sell
-336
Closed -$5K – 2260
2014
Q4 		$5K Hold
336
– – ﹤0.01% 1674
2014
Q3 		$5K Hold
336
– – ﹤0.01% 1698
2014
Q2 		$5K Sell
336
-176
-34% -$2.83K ﹤0.01% 1679
2014
Q1 		$8K Hold
512
– – ﹤0.01% 1535
2013
Q4 		$8K Hold
512
– – ﹤0.01% 1656
2013
Q3 		$8K Buy
512
+191
+60% +$2.96K ﹤0.01% 1622
2013
Q2 		$5K Buy
+321
New +$5.39K ﹤0.01% 1695

Other funds holding FHY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

WFG Advisors's FHY Position: Q4 2016 in Review

WFG Advisors sold out of First Trust Strategic High (FHY) in Q4 2016, closing a stake of 500 shares — an estimated $6K sold.

WFG Advisors first reported a position in FHY in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q1 2014. 33 funds tracked by Wall St. Rank hold FHY as of Q4 2016.

  • WFG Advisors reported no remaining First Trust Strategic High position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 500 First Trust Strategic High shares in Q4 2016, an estimated $6K.
  • WFG Advisors first reported a position in First Trust Strategic High in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's First Trust Strategic High position peaked at $8K in Q1 2014.
  • 33 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.