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
Download as csv
Download as Excel
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 | 3.3M | $45M | 13% | Mar 2026 |
|
| Sit Investment Associates | 3.3M | $45M | 17% | Jun 2026 |
|
| Kennedy Investment Group | 1.2M | $16M | 0% | Jun 2026 |
|
| Rivernorth Capital Management | 1.0M | $14M | 0% | Jun 2026 |
|
| Punch & Associates Investment Management | 967k | $13M | 9% | Jun 2026 |
|
| Royal Bank of Canada | 691k | $9.4M | -2% | Jun 2026 |
|
| Atlas Wealth | 603k | $8.3M | 100% | Jun 2026 |
|
| Penserra Capital Management | 598k | $8.2M | 4% | Jun 2026 |
|
| Commonwealth Equity Services | 589k | $8.1M | -4% | Jun 2026 |
|
| City of London Investment Management Company | 499k | $6.8M | 4% | Jun 2026 |
|
| LPL Financial | 366k | $5.0M | 11% | Jun 2026 |
|
| D.A. Davidson & Co. | 346k | $4.7M | 6% | Jun 2026 |
|
| Logan Stone Capital | 257k | $3.5M | 3% | Jun 2026 |
|
| Almitas Capital | 199k | $2.7M | 20% | Jun 2026 |
|
| Aurora Private Wealth | 189k | $2.6M | -4% | Jun 2026 |
|
| Oder Investment Management | 149k | $2.0M | -1% | Jun 2026 |
|
| Advisor Group Holdings | 143k | $2.0M | 5% | Jun 2026 |
|
| Private Advisory | 138k | $1.9M | -2% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 133k | $1.8M | -24% | Jun 2026 |
|
| Kestra Advisory Services | 131k | $1.8M | -6% | Jun 2026 |
|
| Jane Street | 129k | $1.8M | 100% | Jun 2026 |
|
| Winebrenner Capital Management | 122k | $1.7M | -39% | Jun 2026 |
|
| Wedbush Morgan Securities | 122k | $1.7M | 6% | Jun 2026 |
|
| 1607 Capital Partners | 111k | $1.5M | -37% | Jun 2026 |
|
| Independent Financial Group | 110k | $1.5M | -2% | Jun 2026 |
|
| Transcend Wealth Collective | 98k | $1.3M | 3% | Jun 2026 |
|
| TFB Advisors | 95k | $1.3M | 0% | Jun 2026 |
|
| Oppenheimer & Co | 88k | $1.2M | 19% | Jun 2026 |
|
| Integrated Wealth Concepts | 76k | $1.0M | -3% | Jun 2026 |
|
| UBS Group | 72k | $982k | -3% | Jun 2026 |
|
| Stifel Financial | 71k | $969k | -5% | Jun 2026 |
|
| Noble Wealth Management PBC | 69k | $949k | -6% | Jun 2026 |
|
| CSS | 68k | $930k | 27% | Jun 2026 |
|
| Cohen & Steers Capital Management | 65k | $891k | 0% | Jun 2026 |
|
| Magnus Financial Group | 65k | $884k | -7% | Jun 2026 |
|
| Advisory Services Network | 56k | $762k | 113% | Jun 2026 |
|
| BlueChip Wealth Advisors | 48k | $662k | 100% | Jun 2026 |
|
| Insight Advisors, LLC/ PA | 48k | $659k | 0% | Jun 2026 |
|
| Invesco | 41k | $564k | -1% | Jun 2026 |
|
| Arete Wealth Advisors | 39k | $529k | -14% | Jun 2026 |
|
| TrueMark Investments | 36k | $498k | 7% | Jun 2026 |
|
| Cetera Investment Advisers | 34k | $471k | 1% | Jun 2026 |
|
| Kestra Private Wealth Services | 33k | $449k | -33% | Jun 2026 |
|
| Signature Equity Partners | 32k | $437k | 3% | Jun 2026 |
|
| CoreCap Advisors | 32k | $431k | -3% | Jun 2026 |
|
| World Equity Group | 31k | $424k | -4% | Jun 2026 |
|
| First Financial Group Corp | 27k | $372k | 0% | Jun 2026 |
|
| Raymond James Financial | 25k | $342k | -1% | Jun 2026 |
|
| Focused Alpha | 25k | $342k | 2% | Jun 2026 |
|
| Darren Munn | 24k | $324k | 100% | Jun 2026 |
|
| Balboa Wealth Partners | 24k | $323k | 0% | Jun 2026 |
|
| Colony | 23k | $311k | -15% | Jun 2026 |
|
| Stratos Wealth Partners | 22k | $298k | 0% | Jun 2026 |
|
| Janney Montgomery Scott | 19k | $262k | 2% | Jun 2026 |
|
| Huntleigh Advisors | 19k | $260k | -38% | Jun 2026 |
|
| Hrt Financial | 19k | $254k | 43% | Jun 2026 |
|
| Apollon Wealth Management | 18k | $240k | -2% | Jun 2026 |
|
| International Assets Investment Management | 17k | $226k | 1% | Jun 2026 |
|
| Pvg Asset Management | 16k | $218k | 0% | Jun 2026 |
|
| Arkadios Wealth Advisors | 16k | $216k | 100% | Jun 2026 |
|
| CWM | 15k | $202k | 0% | Mar 2026 |
|
| Change Path | 15k | $201k | -23% | Jun 2026 |
|
| Advisory Solutions Group | 14k | $191k | 100% | Jun 2026 |
|
| Bullseye Investment Management | 14k | $188k | -16% | Jun 2026 |
|
| SRS Capital Advisors | 14k | $185k | 2337% | Jun 2026 |
|
| Lido Advisors | 12k | $170k | 0% | Jun 2026 |
|
| Clear Street Group | 12k | $161k | 100% | Jun 2026 |
|
| Citadel Advisors | 12k | $158k | 100% | Jun 2026 |
|
| Stablepoint Partners | 11k | $154k | 0% | Jun 2026 |
|
| Daymark Wealth Partners | 11k | $149k | -27% | Jun 2026 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $145k | 0% | Jun 2026 |
|
| N.E.W. Advisory Services | 8.6k | $118k | 3% | Jun 2026 |
|
| Fifth Third Bancorp | 6.7k | $91k | 0% | Jun 2026 |
|
| Sunbelt Securities | 3.6k | $48k | 0% | Mar 2026 |
|
| Compass Financial Management | 1.8k | $24k | 100% | Jun 2026 |
|
| Private Trust Co Na | 1.5k | $21k | 0% | Jun 2026 |
|
| Colonial Asset Management | 1.5k | $21k | 0% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.1k | $15k | 0% | Jun 2026 |
|
| Pinnacle Wealth Planning Services | 1.1k | $15k | 0% | Jun 2026 |
|
| Hanson McClain Advisors | 1.0k | $14k | 0% | Jun 2026 |
|
| Financial Gravity Wealth | 776.00 | $11k | -37% | Mar 2026 |
|
| Harbour Investments | 739.00 | $10k | 3% | Jun 2026 |
|
| Assetmark | 714.00 | $9.8k | 0% | Jun 2026 |
|
| CX Institutional | 640.00 | $9.0k | -68% | Jun 2026 |
|
| Wells Fargo & Company | 500.00 | $6.9k | 3746% | Jun 2026 |
|
| Glass Jacobson Investment Advisors | 425.00 | $5.8k | 0% | Jun 2026 |
|
| Mercer Global Advisors | 425.00 | $5.8k | 100% | Jun 2026 |
|
| Blue Bell Private Wealth Management | 70.00 | $959.000000 | 0% | Jun 2026 |
|
| EverSource Wealth Advisors | 54.00 | $745.000200 | 2% | Jun 2026 |
|
| Whittier Trust Co. of Nevada | 52.00 | $708.000800 | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 12.00 | $164.000400 | 0% | Jun 2026 |
|
Who sold out of First Tr High Yield Opprt 20?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Mar 2026 | 292k | $3.9M |
| Narwhal Capital Management | Mar 2026 | 197k | $2.7M |
| Fortitude Advisory Group | Mar 2026 | 21k | $289k |
| CLS Investments | Mar 2026 | 18k | $237k |
| Shaker Financial Services | Mar 2026 | 14k | $187k |
| Concurrent Investment Advisors | Mar 2026 | 13k | $173k |
| Perigon Wealth Management | Mar 2026 | 11k | $151k |
| XTX Topco | Mar 2026 | 11k | $147k |
| Golden State Equity Partners | Mar 2026 | 2.4k | $32k |
| Global Retirement Partners | Dec 2025 | 551.00 | $7.8k |