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 |
|---|---|---|---|---|---|
| Sit Investment Associates | 2.4M | $34M | 66% | Dec 2025 |
|
| Kennedy Investment Group | 1.2M | $16M | -1% | Mar 2026 |
|
| Rivernorth Capital Management | 1.0M | $14M | -5% | Dec 2025 |
|
| Punch & Associates Investment Management | 827k | $12M | 49% | Dec 2025 |
|
| Commonwealth Equity Services | 630k | $8.9M | -1% | Dec 2025 |
|
| Penserra Capital Management | 486k | $6.8M | 10% | Dec 2025 |
|
| City of London Investment Management Company | 427k | $6.0M | 2% | Dec 2025 |
|
| D.A. Davidson & Co. | 354k | $5.0M | -7% | Dec 2025 |
|
| Goss Wealth Management | 318k | $4.5M | -5% | Dec 2025 |
|
| LPL Financial | 314k | $4.4M | 5% | Dec 2025 |
|
| Logan Stone Capital | 231k | $3.2M | 100% | Dec 2025 |
|
| Winebrenner Capital Management | 199k | $2.7M | -38% | Mar 2026 |
|
| Aurora Private Wealth | 196k | $2.8M | 0% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 192k | $2.7M | 9% | Dec 2025 |
|
| Advisor Group Holdings | 191k | $2.7M | 10% | Dec 2025 |
|
| 1607 Capital Partners | 175k | $2.5M | 15% | Dec 2025 |
|
| Narwhal Capital Management | 155k | $2.2M | -30% | Dec 2025 |
|
| Oder Investment Management | 155k | $2.2M | -4% | Dec 2025 |
|
| Private Advisory | 141k | $2.0M | -3% | Dec 2025 |
|
| Shaker Financial Services | 137k | $1.9M | 23% | Dec 2025 |
|
| Kestra Advisory Services | 125k | $1.8M | 2% | Dec 2025 |
|
| Wedbush Morgan Securities | 115k | $1.5M | -11% | Mar 2026 |
|
| Transcend Wealth Collective | 95k | $1.3M | 12% | Dec 2025 |
|
| Integrated Wealth Concepts | 95k | $1.3M | -10% | Dec 2025 |
|
| TFB Advisors | 95k | $1.3M | -5% | Mar 2026 |
|
| Stifel Financial | 74k | $1.0M | -3% | Dec 2025 |
|
| Noble Wealth Management PBC | 74k | $1.0M | -32% | Mar 2026 |
|
| Arete Wealth Advisors | 73k | $1.0M | -78% | Dec 2025 |
|
| Oppenheimer & Co | 73k | $1.0M | -9% | Dec 2025 |
|
| UBS Group | 70k | $978k | -8% | Dec 2025 |
|
| Magnus Financial Group | 69k | $939k | -17% | Mar 2026 |
|
| Insight Advisors, LLC/ PA | 55k | $779k | -12% | Dec 2025 |
|
| Almitas Capital | 55k | $778k | 100% | Dec 2025 |
|
| Kestra Private Wealth Services | 49k | $662k | -2% | Mar 2026 |
|
| CSS | 44k | $622k | 100% | Dec 2025 |
|
| Invesco | 42k | $596k | -13% | Dec 2025 |
|
| Wells Fargo & Company | 39k | $549k | -3% | Dec 2025 |
|
| World Equity Group | 39k | $548k | -12% | Dec 2025 |
|
| BlueChip Wealth Advisors | 39k | $547k | 12% | Dec 2025 |
|
| Cetera Investment Advisers | 35k | $488k | -5% | Dec 2025 |
|
| TrueMark Investments | 34k | $459k | 5% | Mar 2026 |
|
| CoreCap Advisors | 32k | $438k | -9% | Mar 2026 |
|
| Huntleigh Advisors | 31k | $417k | -9% | Mar 2026 |
|
| Wolverine Asset Management | 29k | $407k | 100% | Dec 2025 |
|
| Colony | 29k | $404k | 100% | Dec 2025 |
|
| Readystate Asset Management | 29k | $403k | 89% | Dec 2025 |
|
| First Financial Group Corp | 27k | $367k | -2% | Mar 2026 |
|
| Advisory Services Network | 27k | $380k | -3% | Dec 2025 |
|
| Pvg Asset Management | 27k | $374k | -3% | Dec 2025 |
|
| Raymond James Financial | 26k | $371k | -22% | Dec 2025 |
|
| Focused Alpha | 24k | $340k | 100% | Dec 2025 |
|
| Balboa Wealth Partners | 24k | $319k | 0% | Mar 2026 |
|
| XTX Topco | 23k | $328k | 100% | Dec 2025 |
|
| Jane Street | 23k | $320k | 100% | Dec 2025 |
|
| Stratos Wealth Partners | 22k | $306k | -4% | Dec 2025 |
|
| Fortitude Advisory Group | 21k | $300k | 0% | Dec 2025 |
|
| CLS Investments | 21k | $297k | 100% | Dec 2025 |
|
| Change Path | 20k | $276k | 7% | Dec 2025 |
|
| Janney Montgomery Scott | 19k | $253k | 4% | Mar 2026 |
|
| Apollon Wealth Management | 18k | $242k | 0% | Mar 2026 |
|
| International Assets Investment Management | 16k | $229k | -3% | Dec 2025 |
|
| CWM | 15k | $210k | 0% | Dec 2025 |
|
| Nomura Holdings | 14k | $196k | 100% | Dec 2025 |
|
| Concurrent Investment Advisors | 13k | $173k | -70% | Mar 2026 |
|
| Lido Advisors | 12k | $180k | 0% | Dec 2025 |
|
| Stablepoint Partners | 12k | $163k | -1% | Dec 2025 |
|
| Susquehanna International | 12k | $162k | 100% | Dec 2025 |
|
| Perigon Wealth Management | 11k | $151k | 0% | Mar 2026 |
|
| Daymark Wealth Partners | 11k | $153k | 0% | Dec 2025 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $149k | 0% | Dec 2025 |
|
| N.E.W. Advisory Services | 8.3k | $117k | 100% | Dec 2025 |
|
| Darren Munn | 7.0k | $99k | 100% | Dec 2025 |
|
| Brian McDonald | 6.7k | $95k | -51% | Dec 2025 |
|
| Sunbelt Securities | 3.6k | $50k | 0% | Dec 2025 |
|
| CX Institutional | 2.0k | $27k | 1% | Mar 2026 |
|
| Assetmark | 1.7k | $24k | 87% | Dec 2025 |
|
| Pinnacle Wealth Planning Services | 1.5k | $22k | 100% | Dec 2025 |
|
| Private Trust Co Na | 1.5k | $21k | 0% | Dec 2025 |
|
| Colonial Asset Management | 1.5k | $21k | -50% | Dec 2025 |
|
| Financial Gravity Wealth | 1.2k | $17k | -93% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 1.1k | $15k | 0% | Dec 2025 |
|
| Plante Moran Financial Advisors | 1.1k | $15k | 100% | Dec 2025 |
|
| Hanson McClain Advisors | 1.0k | $14k | -44% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 620.00 | $8.7k | 786% | Dec 2025 |
|
| SRS Capital Advisors | 553.00 | $7.8k | 0% | Dec 2025 |
|
| Global Retirement Partners | 551.00 | $7.8k | 100% | Dec 2025 |
|
| Glass Jacobson Investment Advisors | 425.00 | $6.0k | 2% | Dec 2025 |
|
| WPG Advisers | 86.00 | $1.2k | -11% | Dec 2025 |
|
| Flagship Harbor Advisors | 77.00 | $1.1k | 100% | Dec 2025 |
|
| EverSource Wealth Advisors | 51.00 | $725.000700 | 2% | Dec 2025 |
|
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 |
| Citadel Advisors | Sep 2025 | 17k | $240k |
| Merit Financial Group | Dec 2025 | 16k | $220k |
| NovaPoint Capital | Sep 2025 | 14k | $200k |
| 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 |
| Financial Perspectives | Sep 2025 | 1.4k | $20k |
| Asset Dedication | Sep 2025 | 107.00 | $1.6k |