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FHY
First Trust Strategic High
Delisted
FHY was delisted on the 22nd of June, 2018.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
PAS
26
Partnervest Advisory Services
Santa Barbara,
California
| $40K | – | – | – |
|
| 27 |
27
Ameriprise
Minneapolis,
Minnesota
| $22K | +$21.7K | +1,400 | New |
|
| 28 |
AIG
28
American International Group
New York
| $18.9K | -$21.7K | -1,400 | -54% |
|
| 29 |
PFO
29
Pathstone Family Office
Englewood,
New Jersey
| $15K | +$14.2K | +918 | New |
|
| 30 |
30
Citigroup
New York
| $11K | – | – | – |
|
| 31 |
EWM
31
Edge Wealth Management
New York
| $10K | +$10.2K | +656 | New |
|
| 32 |
U
32
UBS
Zurich,
Switzerland
| $9K | – | – | – |
|
| 33 |
33
Fifth Third Bancorp
Cincinnati,
Ohio
| $8K | – | – | – |
|
| 34 |
WA
34
WFG Advisors
Dallas,
Texas
| $8K | +$2.96K | +191 | +60% |
|
| 35 |
WTC
35
WhitTier Trust Company
Reno,
Nevada
| $5K | – | – | – |
|
| 36 |
36
Creative Planning
Overland Park,
Kansas
| $4K | – | – | – |
|
| 37 |
37
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
| 38 |
SFSIG
38
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$2K | -100 | Closed |
|