Wintrust Investments’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Wintrust Investments’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
2024 Q1	–	Sell	-12,220	Closed	-$170K	–	475
2023 Q4	$170K	Hold	12,220	–	–	0.02%	438
2023 Q3	$163K	Hold	12,220	–	–	0.02%	397
2023 Q2	$168K	Buy	12,220 +370	+3%	+$5.1K	0.02%	416
2023 Q1	$165K	Buy	+11,850	New	+$168K	0.02%	328

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

COLIM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PAIM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's FTHY Position: Q1 2024 in Review

Wintrust Investments sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2024, closing a stake of 12,220 shares — an estimated $170K sold.

Wintrust Investments first reported a position in FTHY in Q1 2023 and held it in 4 quarters. The position peaked at $170K in Q4 2023. 81 funds tracked by Wall St. Rank hold FTHY as of Q1 2024.

Wintrust Investments reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2024 after selling out during the quarter.
Wintrust Investments sold 12,220 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2024, an estimated $170K.
Wintrust Investments first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2023 and held it in 4 quarters.
Wintrust Investments's First Trust High Yield Opportunities 2027 Term Fund position peaked at $170K in Q4 2023.
81 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2024.

Based on Wintrust Investments's 13F filing for Q1 2024, filed 9 May 2024.