Who owns First Tr High Yield Opprt 20?

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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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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 3.0M $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