Who owns First Tr High Yield Opprt 20?
- Ticker: FTHY
- CUSIP Number: 33741q107
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr High Yield Opprt 20 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr High Yield Opprt 20 stock
Who bought or sold First Tr High Yield Opprt 20 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 3.2M | $47M | 100% | Jun 2025 |
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| Sit Investment Associates | 1.5M | $21M | 4% | Sep 2025 |
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| Kennedy Investment Group | 1.2M | $17M | 1% | Sep 2025 |
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| Rivernorth Capital Management | 1.1M | $16M | -3% | Sep 2025 |
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| Royal Bank of Canada | 696k | $10M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 638k | $9.2M | -2% | Sep 2025 |
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| Punch & Associates Investment Management | 557k | $8.1M | 0% | Sep 2025 |
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| Penserra Capital Management | 441k | $6.4M | 22% | Sep 2025 |
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| City of London Investment Management Company | 420k | $6.1M | -15% | Sep 2025 |
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| D.A. Davidson & Co. | 382k | $5.5M | -8% | Sep 2025 |
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| Winebrenner Capital Management | 338k | $4.9M | -1% | Sep 2025 |
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| Goss Wealth Management | 333k | $4.8M | 28% | Sep 2025 |
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| Arete Wealth Advisors | 331k | $4.8M | -3% | Sep 2025 |
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| LPL Financial | 298k | $4.3M | 13% | Sep 2025 |
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| Huntleigh Advisors | 282k | $4.1M | -53% | Sep 2025 |
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| Narwhal Capital Management | 223k | $3.2M | 6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 176k | $2.5M | 7% | Sep 2025 |
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| Advisor Group Holdings | 173k | $2.5M | -20% | Sep 2025 |
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| Aurora Private Wealth | 164k | $2.4M | 28% | Jun 2025 |
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| Oder Investment Management | 161k | $2.3M | 3% | Sep 2025 |
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| 1607 Capital Partners | 153k | $2.2M | 0% | Sep 2025 |
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| Private Advisory | 145k | $2.1M | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 126k | $1.8M | -1% | Sep 2025 |
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| Kestra Advisory Services | 123k | $1.8M | -13% | Sep 2025 |
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| TFB Advisors | 113k | $1.6M | 2% | Sep 2025 |
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| Shaker Financial Services | 111k | $1.6M | 20% | Sep 2025 |
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| Integrated Wealth Concepts | 105k | $1.5M | -4% | Sep 2025 |
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| Concurrent Investment Advisors | 101k | $1.5M | -7% | Sep 2025 |
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| Transcend Wealth Collective | 85k | $1.2M | 0% | Sep 2025 |
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| Oppenheimer & Co | 80k | $1.2M | 0% | Sep 2025 |
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| Stifel Financial | 76k | $1.1M | -7% | Sep 2025 |
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| UBS Group | 76k | $1.1M | 2% | Sep 2025 |
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| Magnus Financial Group | 74k | $1.1M | 42% | Sep 2025 |
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| Bullseye Investment Management | 72k | $1.0M | 100% | Jun 2025 |
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| Insight Advisors, LLC/ PA | 63k | $912k | 0% | Sep 2025 |
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| Kestra Private Wealth Services | 49k | $713k | -8% | Sep 2025 |
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| Invesco | 49k | $709k | -2% | Sep 2025 |
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| World Equity Group | 44k | $639k | -8% | Sep 2025 |
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| CoreCap Advisors | 42k | $609k | -2% | Sep 2025 |
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| Wells Fargo & Company | 40k | $582k | 631% | Sep 2025 |
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| Cetera Investment Advisers | 36k | $526k | 78% | Sep 2025 |
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| BlueChip Wealth Advisors | 35k | $504k | -29% | Sep 2025 |
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| Raymond James Financial | 34k | $492k | -23% | Sep 2025 |
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| TrueMark Investments | 31k | $455k | 100% | Sep 2025 |
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| First Financial Group Corp | 29k | $417k | 0% | Sep 2025 |
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| Advisory Services Network | 28k | $403k | 0% | Sep 2025 |
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| Sheets Smith Investment Management | 28k | $399k | 100% | Sep 2025 |
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| Pvg Asset Management | 28k | $409k | 0% | Jun 2025 |
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| Apollon Wealth Management | 25k | $356k | 1% | Sep 2025 |
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| Balboa Wealth Partners | 24k | $351k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 23k | $329k | 15% | Sep 2025 |
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| Fortitude Advisory Group | 21k | $309k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 21k | $306k | -2% | Jun 2025 |
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| Consolidated Portfolio Review Corp | 20k | $282k | 0% | Sep 2025 |
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| Financial Gravity Wealth | 18k | $266k | 100% | Sep 2025 |
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| Change Path | 18k | $265k | -17% | Sep 2025 |
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| International Assets Investment Management | 17k | $249k | 0% | Sep 2025 |
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| Citadel Advisors | 17k | $240k | 100% | Sep 2025 |
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| Janney Montgomery Scott | 16k | $231k | -2% | Sep 2025 |
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| Readystate Asset Management | 15k | $220k | 100% | Sep 2025 |
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| Perigon Wealth Management | 15k | $217k | -6% | Sep 2025 |
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| CWM | 15k | $216k | 0% | Sep 2025 |
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| Brian McDonald | 14k | $199k | 0% | Sep 2025 |
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| NovaPoint Capital | 14k | $200k | 0% | Sep 2025 |
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| Lido Advisors | 12k | $180k | 100% | Sep 2025 |
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| Stablepoint Partners | 12k | $170k | 0% | Sep 2025 |
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| Daymark Wealth Partners | 11k | $158k | 1% | Sep 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $153k | 0% | Sep 2025 |
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| Future Financial Wealth Managment | 9.4k | $136k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 7.4k | $108k | 0% | Sep 2025 |
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| Sunbelt Securities | 3.6k | $52k | 1% | Sep 2025 |
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| Colonial Asset Management | 3.0k | $44k | 300% | Sep 2025 |
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| Steward Partners Investment Advisory | 2.8k | $40k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 2.0k | $29k | 100% | Sep 2025 |
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| CX Institutional | 2.0k | $28k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 1.8k | $26k | 1% | Sep 2025 |
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| Private Trust Co Na | 1.5k | $22k | 0% | Sep 2025 |
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| Rise Advisors | 1.4k | $20k | 3% | Sep 2025 |
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| Financial Perspectives | 1.4k | $20k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $16k | -82% | Sep 2025 |
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| Assetmark | 906.00 | $13k | 4933% | Sep 2025 |
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| SRS Capital Advisors | 553.00 | $8.0k | 0% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 417.00 | $6.0k | 3% | Sep 2025 |
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| Asset Dedication | 107.00 | $1.6k | 0% | Sep 2025 |
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| WPG Advisers | 97.00 | $1.4k | 100% | Sep 2025 |
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| Blue Bell Private Wealth Management | 70.00 | $1.0k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 50.00 | $727.000000 | 2% | Sep 2025 |
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Who sold out of First Tr High Yield Opprt 20?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Jun 2025 | 72k | $1.1M |
| Darren Munn | Jun 2025 | 38k | $565k |
| Envestnet Asset Management | Jun 2025 | 13k | $195k |
| Nbc Securities | Jun 2025 | 1.2k | $17k |
| Geneos Wealth Management | Jun 2025 | 537.00 | $8.0k |