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
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