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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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 |
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Morgan Stanley | 3.0M | $42M | 1% | Jun 2024 |
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Kennedy Investment Group | 1.2M | $18M | -1% | Sep 2024 |
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Rivernorth Capital Management | 1.0M | $15M | -19% | Sep 2024 |
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Royal Bank of Canada | 726k | $11M | -2% | Sep 2024 |
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Commonwealth Equity Services | 667k | $10M | -3% | Sep 2024 |
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D.A. Davidson & Co. | 492k | $7.0M | 4% | Jun 2024 |
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Arete Wealth Advisors | 457k | $6.9M | -11% | Sep 2024 |
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Atlas Wealth | 364k | $5.2B | 100% | Jun 2024 |
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City of London Investment Management Company | 359k | $5.4M | -36% | Sep 2024 |
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Penserra Capital Management | 323k | $4.9M | 100% | Sep 2024 |
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International Assets Investment Management | 241k | $16M | 1452% | Sep 2024 |
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Advisor Group Holdings | 193k | $2.9M | 18% | Sep 2024 |
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LPL Financial | 164k | $2.5M | 1% | Sep 2024 |
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Kestra Advisory Services | 154k | $2.3M | -17% | Sep 2024 |
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Oder Investment Management | 148k | $2.2M | 4% | Sep 2024 |
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Private Advisory | 146k | $2.2M | 0% | Sep 2024 |
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Bullseye Investment Management | 134k | $2.0M | -35% | Jun 2024 |
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Integrated Wealth Concepts | 133k | $2.0M | -6% | Sep 2024 |
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Cambridge Investment Research Advisors | 131k | $2.0M | 74% | Sep 2024 |
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World Equity Group | 128k | $1.9M | -2% | Sep 2024 |
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Stifel Financial | 120k | $1.7M | 366% | Jun 2024 |
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Kovitz Investment Group Partners | 118k | $1.8M | 100% | Sep 2024 |
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TFB Advisors | 109k | $1.6M | -3% | Sep 2024 |
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Wedbush Morgan Securities | 101k | $1.5M | 1% | Sep 2024 |
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1607 Capital Partners | 96k | $1.5M | -48% | Sep 2024 |
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Aurora Private Wealth | 90k | $1.4M | 25% | Sep 2024 |
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Oppenheimer & Co | 82k | $1.2M | 6% | Sep 2024 |
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Kestra Private Wealth Services | 73k | $1.1M | -12% | Sep 2024 |
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Sanctuary Advisors | 63k | $940k | -26% | Sep 2024 |
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Black Point Wealth Management | 57k | $862k | 47% | Sep 2024 |
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Cetera Investment Advisers | 56k | $801k | 19% | Jun 2024 |
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Thoroughbred Financial Services | 52k | $778k | 0% | Sep 2024 |
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Goss Wealth Management | 47k | $677k | 100% | Jun 2024 |
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BlueChip Wealth Advisors | 46k | $662k | -47% | Jun 2024 |
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CoreCap Advisors | 46k | $692k | -1% | Sep 2024 |
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Advisory Services Network | 40k | $565k | 0% | Sep 2024 |
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Insight Advisors, LLC/ PA | 38k | $567k | 1% | Sep 2024 |
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Darren Munn | 29k | $443k | -43% | Sep 2024 |
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Stablepoint Partners | 27k | $401k | -1% | Sep 2024 |
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Magnus Financial Group | 26k | $387k | 100% | Sep 2024 |
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Invesco | 24k | $360k | 11% | Sep 2024 |
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Raymond James Financial Services Advisors | 24k | $356k | 7% | Sep 2024 |
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Atria Wealth Solutions | 22k | $332k | 2% | Sep 2024 |
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Janney Montgomery Scott | 21k | $323k | 3% | Sep 2024 |
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Kovack Advisors | 21k | $319k | 100% | Sep 2024 |
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Consolidated Portfolio Review Corp | 19k | $273k | 26% | Jun 2024 |
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Raymond James & Associates | 18k | $277k | -36% | Sep 2024 |
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Apollon Wealth Management | 17k | $262k | 0% | Sep 2024 |
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Fortitude Advisory Group | 17k | $253k | 0% | Sep 2024 |
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NovaPoint Capital | 15k | $233k | 0% | Sep 2024 |
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CWM | 15k | $226k | 0% | Sep 2024 |
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Brian McDonald | 15k | $223k | 72% | Sep 2024 |
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Envestnet Asset Management | 15k | $221k | -4% | Sep 2024 |
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Shaker Financial Services | 15k | $219k | -73% | Sep 2024 |
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Perigon Wealth Management | 14k | $217k | 5% | Sep 2024 |
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Prime Capital Investment Advisors | 11k | $167k | -8% | Sep 2024 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $160k | 0% | Sep 2024 |
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Venture Visionary Partners | 10k | $153k | 100% | Sep 2024 |
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Riverbrige Partners | 10k | $153k | 0% | Sep 2024 |
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Future Financial Wealth Managment | 9.4k | $142k | -7% | Sep 2024 |
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Proequities | 5.9k | $89M | 0% | Sep 2024 |
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Hanson McClain Advisors | 4.7k | $71k | 31% | Sep 2024 |
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Sunbelt Securities | 3.3k | $49k | 1% | Sep 2024 |
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NCP | 3.1k | $47k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 2.1k | $31k | 0% | Sep 2024 |
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Bank of America Corporation | 1.3k | $19k | 100% | Sep 2024 |
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Rise Advisors | 1.3k | $19k | 3% | Sep 2024 |
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Nbc Securities | 1.2k | $17k | -23% | Sep 2024 |
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Wells Fargo & Company | 801.00 | $12k | 142% | Sep 2024 |
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EverSource Wealth Advisors | 405.00 | $6.1k | -79% | Sep 2024 |
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Glass Jacobson Investment Advisors | 393.00 | $5.9k | 2% | Sep 2024 |
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Huntington National Bank | 392.00 | $5.9k | 100% | Sep 2024 |
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Beaird Harris Wealth Management | 315.00 | $4.8k | -43% | Sep 2024 |
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Asset Dedication | 107.00 | $1.6k | -82% | Sep 2024 |
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Blue Bell Private Wealth Management | 70.00 | $1.1k | 0% | Sep 2024 |
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Assetmark | 41.00 | $620.002000 | 0% | Sep 2024 |
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Who sold out of First Tr High Yield Opprt 20?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 413k | $5.9M |
Rareview Capital | Jun 2024 | 31k | $439k |
PFG Investments | Mar 2024 | 15k | $221k |
Landscape Capital Management | Jun 2024 | 11k | $162k |
Branch Banking & Trust Company | Mar 2024 | 10k | $150k |
Register Financial Advisors | Jun 2024 | 6.6k | $94k |