Who owns First Tr High Yield Opprt 20?
- Ticker: FTHY
- CUSIP Number: 33741q107
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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 |
|---|---|---|---|---|---|
| Sit Investment Associates | 2.4M | $34M | 66% | Dec 2025 |
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| Kennedy Investment Group | 1.2M | $17M | 1% | Dec 2025 |
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| Rivernorth Capital Management | 1.1M | $16M | -3% | Sep 2025 |
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| Punch & Associates Investment Management | 827k | $12M | 49% | Dec 2025 |
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| Royal Bank of Canada | 696k | $10M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 630k | $8.9M | -1% | Dec 2025 |
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| Penserra Capital Management | 486k | $6.8M | 10% | Dec 2025 |
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| City of London Investment Management Company | 427k | $6.0M | 2% | Dec 2025 |
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| D.A. Davidson & Co. | 354k | $5.0M | -7% | Dec 2025 |
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| Winebrenner Capital Management | 321k | $4.5M | -5% | Dec 2025 |
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| Goss Wealth Management | 318k | $4.5M | -5% | Dec 2025 |
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| LPL Financial | 314k | $4.4M | 5% | Dec 2025 |
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| Logan Stone Capital | 231k | $3.2M | 100% | Dec 2025 |
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| Aurora Private Wealth | 196k | $2.8M | 19% | Dec 2025 |
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| Cambridge Investment Research Advisors | 192k | $2.7M | 9% | Dec 2025 |
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| Advisor Group Holdings | 191k | $2.7M | 10% | Dec 2025 |
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| Narwhal Capital Management | 155k | $2.2M | -30% | Dec 2025 |
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| Oder Investment Management | 155k | $2.2M | -4% | Dec 2025 |
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| 1607 Capital Partners | 153k | $2.2M | 0% | Sep 2025 |
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| Private Advisory | 141k | $2.0M | -3% | Dec 2025 |
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| Shaker Financial Services | 137k | $1.9M | 23% | Dec 2025 |
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| Wedbush Morgan Securities | 128k | $1.8M | 2% | Dec 2025 |
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| Kestra Advisory Services | 125k | $1.8M | 2% | Dec 2025 |
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| Noble Wealth Management PBC | 109k | $1.5M | 477% | Dec 2025 |
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| TFB Advisors | 100k | $1.4M | -11% | Dec 2025 |
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| Transcend Wealth Collective | 95k | $1.3M | 12% | Dec 2025 |
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| Integrated Wealth Concepts | 95k | $1.3M | -10% | Dec 2025 |
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| Magnus Financial Group | 83k | $1.2M | 13% | Dec 2025 |
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| Stifel Financial | 74k | $1.0M | -3% | Dec 2025 |
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| Arete Wealth Advisors | 73k | $1.0M | -78% | Dec 2025 |
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| Oppenheimer & Co | 73k | $1.0M | -9% | Dec 2025 |
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| Bullseye Investment Management | 72k | $1.0M | 0% | Sep 2025 |
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| UBS Group | 70k | $978k | -8% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 55k | $779k | -12% | Dec 2025 |
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| Almitas Capital | 55k | $778k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 50k | $699k | 1% | Dec 2025 |
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| CSS | 44k | $622k | 100% | Dec 2025 |
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| Invesco | 42k | $596k | -13% | Dec 2025 |
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| Concurrent Investment Advisors | 42k | $594k | -58% | Dec 2025 |
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| Wells Fargo & Company | 39k | $549k | -3% | Dec 2025 |
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| World Equity Group | 39k | $548k | -12% | Dec 2025 |
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| BlueChip Wealth Advisors | 39k | $547k | 12% | Dec 2025 |
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| CoreCap Advisors | 36k | $500k | -15% | Dec 2025 |
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| Cetera Investment Advisers | 35k | $488k | -5% | Dec 2025 |
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| Huntleigh Advisors | 34k | $476k | -88% | Dec 2025 |
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| TrueMark Investments | 32k | $453k | 3% | Dec 2025 |
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| Wolverine Asset Management | 29k | $407k | 100% | Dec 2025 |
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| Colony | 29k | $404k | 100% | Dec 2025 |
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| Readystate Asset Management | 29k | $403k | 89% | Dec 2025 |
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| First Financial Group Corp | 28k | $391k | -3% | Dec 2025 |
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| Sheets Smith Investment Management | 28k | $399k | 100% | Sep 2025 |
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| Advisory Services Network | 27k | $380k | -3% | Dec 2025 |
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| Pvg Asset Management | 27k | $374k | -3% | Dec 2025 |
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| Raymond James Financial | 26k | $371k | -22% | Dec 2025 |
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| Focused Alpha | 24k | $340k | 100% | Dec 2025 |
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| Balboa Wealth Partners | 24k | $332k | -3% | Dec 2025 |
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| XTX Topco | 23k | $328k | 100% | Dec 2025 |
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| Jane Street | 23k | $320k | 100% | Dec 2025 |
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| Stratos Wealth Partners | 22k | $306k | -4% | Dec 2025 |
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| Fortitude Advisory Group | 21k | $300k | 0% | Dec 2025 |
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| CLS Investments | 21k | $297k | 100% | Dec 2025 |
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| Change Path | 20k | $276k | 7% | Dec 2025 |
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| Janney Montgomery Scott | 18k | $253k | 13% | Dec 2025 |
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| Apollon Wealth Management | 18k | $252k | -27% | Dec 2025 |
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| Citadel Advisors | 17k | $240k | 100% | Sep 2025 |
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| International Assets Investment Management | 16k | $229k | -3% | Dec 2025 |
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| Merit Financial Group | 16k | $220k | 100% | Dec 2025 |
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| CWM | 15k | $210k | 0% | Dec 2025 |
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| Nomura Holdings | 14k | $196k | 100% | Dec 2025 |
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| Lido Advisors | 12k | $180k | 0% | Dec 2025 |
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| Stablepoint Partners | 12k | $163k | -1% | Dec 2025 |
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| Susquehanna International | 12k | $162k | 100% | Dec 2025 |
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| Perigon Wealth Management | 11k | $157k | -26% | Dec 2025 |
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| Daymark Wealth Partners | 11k | $153k | 0% | Dec 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $149k | 0% | Dec 2025 |
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| N.E.W. Advisory Services | 8.3k | $117k | 100% | Dec 2025 |
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| Darren Munn | 7.0k | $99k | 100% | Dec 2025 |
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| Brian McDonald | 6.7k | $95k | -51% | Dec 2025 |
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| Sunbelt Securities | 3.6k | $50k | 0% | Dec 2025 |
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| CX Institutional | 2.0k | $28k | 2% | Dec 2025 |
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| Assetmark | 1.7k | $24k | 87% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 1.5k | $22k | 100% | Dec 2025 |
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| Private Trust Co Na | 1.5k | $21k | 0% | Dec 2025 |
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| Colonial Asset Management | 1.5k | $21k | -50% | Dec 2025 |
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| Financial Gravity Wealth | 1.2k | $17k | -93% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $15k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 1.1k | $15k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 1.0k | $14k | -44% | Dec 2025 |
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| Blue Bell Private Wealth Management | 620.00 | $8.7k | 786% | Dec 2025 |
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| SRS Capital Advisors | 553.00 | $7.8k | 0% | Dec 2025 |
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| Global Retirement Partners | 551.00 | $7.8k | 100% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 425.00 | $6.0k | 2% | Dec 2025 |
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| WPG Advisers | 86.00 | $1.2k | -11% | Dec 2025 |
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| Flagship Harbor Advisors | 77.00 | $1.1k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 51.00 | $725.000700 | 2% | Dec 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 |
|---|---|---|---|
| Consolidated Portfolio Review Corp | Sep 2025 | 20k | $282k |
| NovaPoint Capital | Sep 2025 | 14k | $200k |
| Future Financial Wealth Managment | Sep 2025 | 9.4k | $136k |
| Ameritas Advisory Services | Sep 2025 | 7.4k | $108k |
| Steward Partners Investment Advisory | Sep 2025 | 2.8k | $40k |
| Rockefeller Capital Management | Sep 2025 | 2.0k | $29k |
| Rise Advisors | Sep 2025 | 1.4k | $20k |
| Financial Perspectives | Sep 2025 | 1.4k | $20k |
| Asset Dedication | Sep 2025 | 107.00 | $1.6k |