World Equity Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
47,983
-42,610
| -47% | -$633K | 0.19% | 118 |
|
|
2025
Q1 | $1.31M | Sell |
90,593
-31,602
| -26% | -$457K | 0.37% | 61 |
|
|
2024
Q4 | $1.77M | Sell |
122,195
-5,568
| -4% | -$80.6K | 0.38% | 56 |
|
|
2024
Q3 | $1.93M | Sell |
127,763
-2,207
| -2% | -$33.4K | 0.7% | 32 |
|
|
2024
Q2 | $1.86M | Sell |
129,970
-5,774
| -4% | -$82.7K | 0.56% | 43 |
|
|
2024
Q1 | $1.97M | Sell |
135,744
-6,675
| -5% | -$97.1K | 0.41% | 64 |
|
|
2023
Q4 | $1.98M | Sell |
142,419
-1,593
| -1% | -$22.2K | 0.4% | 58 |
|
|
2023
Q3 | $1.92M | Buy |
144,012
+2,060
| +1% | +$27.4K | 0.4% | 58 |
|
|
2023
Q2 | $1.95M | Buy |
141,952
+84,459
| +147% | +$1.16M | 0.57% | 39 |
|
|
2023
Q1 | $2.1M | Sell |
57,493
-85,367
| -60% | -$3.12M | 0.31% | 76 |
|
|
2022
Q4 | $1.93M | Sell |
142,860
-12,748
| -8% | -$172K | 0.46% | 63 |
|
|
2022
Q3 | $2.1M | Buy |
155,608
+2,548
| +2% | +$34.3K | 0.53% | 50 |
|
|
2022
Q2 | $2.22M | Buy |
153,060
+1,979
| +1% | +$28.8K | 0.56% | 46 |
|
|
2022
Q1 | $2.63M | Buy |
+151,081
| New | +$2.63M | 0.57% | 41 |
|