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
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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 | 3.3M | $45M | 17% | Jun 2026 |
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| Kennedy Investment Group | 1.2M | $15M | 0% | Sep 2026 |
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| Rivernorth Capital Management | 1.0M | $14M | 0% | Jun 2026 |
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| Punch & Associates Investment Management | 967k | $13M | 9% | Jun 2026 |
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| Royal Bank of Canada | 691k | $9.4M | -2% | Jun 2026 |
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| Atlas Wealth | 603k | $8.3M | 100% | Jun 2026 |
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| Penserra Capital Management | 598k | $8.2M | 4% | Jun 2026 |
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| City of London Investment Management Company | 471k | $6.1M | -6% | Sep 2026 |
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| LPL Financial | 390k | $5.0M | 7% | Sep 2026 |
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| Commonwealth Equity Services | 321k | $4.1M | -46% | Sep 2026 |
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| Merit Financial Group | 273k | $3.5M | 100% | Sep 2026 |
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| Logan Stone Capital | 257k | $3.5M | 3% | Jun 2026 |
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| D.A. Davidson & Co. | 233k | $3.0M | -33% | Sep 2026 |
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| Narwhal Capital Management | 200k | $2.6M | 100% | Sep 2026 |
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| Almitas Capital | 199k | $2.7M | 20% | Jun 2026 |
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| Oder Investment Management | 149k | $2.0M | -1% | Jun 2026 |
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| Aurora Private Wealth | 148k | $1.9M | -22% | Sep 2026 |
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| Kestra Advisory Services | 145k | $1.9M | 10% | Sep 2026 |
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| Advisor Group Holdings | 143k | $2.0M | 5% | Jun 2026 |
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| Private Advisory | 138k | $1.8M | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 130k | $1.7M | -2% | Sep 2026 |
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| Jane Street | 129k | $1.8M | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 116k | $1.5M | -4% | Sep 2026 |
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| 1607 Capital Partners | 111k | $1.5M | -37% | Jun 2026 |
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| Independent Financial Group | 106k | $1.4M | -4% | Sep 2026 |
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| Winebrenner Capital Management | 101k | $1.3M | -17% | Sep 2026 |
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| Transcend Wealth Collective | 98k | $1.3M | 3% | Jun 2026 |
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| TFB Advisors | 95k | $1.2M | 0% | Sep 2026 |
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| Oppenheimer & Co | 82k | $1.1M | -6% | Sep 2026 |
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| Integrated Wealth Concepts | 76k | $1.0M | -3% | Jun 2026 |
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| UBS Group | 72k | $982k | -3% | Jun 2026 |
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| Stifel Financial | 71k | $969k | -5% | Jun 2026 |
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| CSS | 68k | $930k | 27% | Jun 2026 |
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| Cohen & Steers Capital Management | 65k | $891k | 0% | Jun 2026 |
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| Advisory Services Network | 56k | $762k | 113% | Jun 2026 |
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| BlueChip Wealth Advisors | 45k | $582k | -6% | Sep 2026 |
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| Insight Advisors, LLC/ PA | 44k | $559k | -10% | Sep 2026 |
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| Invesco | 41k | $564k | -1% | Jun 2026 |
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| Magnus Financial Group | 40k | $517k | -38% | Sep 2026 |
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| Arete Wealth Advisors | 39k | $529k | -14% | Jun 2026 |
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| Partners Wealth Management | 37k | $470k | 100% | Sep 2026 |
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| Cetera Investment Advisers | 34k | $471k | 1% | Jun 2026 |
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| Signature Equity Partners | 32k | $412k | 0% | Sep 2026 |
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| CoreCap Advisors | 30k | $384k | -5% | Sep 2026 |
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| Kestra Private Wealth Services | 27k | $342k | -19% | Sep 2026 |
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| First Financial Group Corp | 26k | $337k | -3% | Sep 2026 |
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| Raymond James Financial | 25k | $342k | -1% | Jun 2026 |
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| Darren Munn | 24k | $324k | 100% | Jun 2026 |
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| Colony | 23k | $311k | -15% | Jun 2026 |
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| Focused Alpha | 22k | $287k | -10% | Sep 2026 |
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| Stratos Wealth Partners | 22k | $298k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 19k | $262k | 2% | Jun 2026 |
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| International Assets Investment Management | 19k | $239k | 14% | Sep 2026 |
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| TrueMark Investments | 19k | $242k | -48% | Sep 2026 |
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| Hrt Financial | 19k | $254k | 43% | Jun 2026 |
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| Apollon Wealth Management | 18k | $225k | 0% | Sep 2026 |
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| Arkadios Wealth Advisors | 16k | $216k | 100% | Jun 2026 |
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| Pvg Asset Management | 15k | $191k | -6% | Sep 2026 |
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| Change Path | 15k | $201k | -23% | Jun 2026 |
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| Advisory Solutions Group | 14k | $180k | 0% | Sep 2026 |
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| Bullseye Investment Management | 14k | $178k | 1% | Sep 2026 |
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| SRS Capital Advisors | 14k | $185k | 2337% | Jun 2026 |
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| Huntleigh Advisors | 13k | $168k | -31% | Sep 2026 |
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| Lido Advisors | 12k | $160k | 0% | Sep 2026 |
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| Clear Street Group | 12k | $161k | 100% | Jun 2026 |
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| Citadel Advisors | 12k | $158k | 100% | Jun 2026 |
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| Stablepoint Partners | 11k | $144k | 0% | Sep 2026 |
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| Daymark Wealth Partners | 11k | $140k | 0% | Sep 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $136k | 0% | Sep 2026 |
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| N.E.W. Advisory Services | 8.6k | $118k | 3% | Jun 2026 |
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| Fifth Third Bancorp | 6.7k | $86k | 0% | Sep 2026 |
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| Golden State Equity Partners | 2.1k | $0 | 100% | Sep 2026 |
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| Compass Financial Management | 1.8k | $24k | 2% | Sep 2026 |
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| Private Trust Co Na | 1.5k | $19k | 0% | Sep 2026 |
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| Colonial Asset Management | 1.5k | $21k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $15k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 1.1k | $14k | 0% | Sep 2026 |
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| RMG Wealth Management | 1.0k | $13k | 100% | Sep 2026 |
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| Hanson McClain Advisors | 1.0k | $14k | 0% | Sep 2026 |
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| Harbour Investments | 739.00 | $10k | 3% | Jun 2026 |
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| Assetmark | 699.00 | $9.0k | -2% | Sep 2026 |
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| CX Institutional | 658.00 | $8.0k | 3% | Sep 2026 |
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| Wells Fargo & Company | 500.00 | $6.9k | 3746% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 425.00 | $5.5k | 0% | Sep 2026 |
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| Blue Bell Private Wealth Management | 70.00 | $899.997000 | 0% | Sep 2026 |
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| EverSource Wealth Advisors | 56.00 | $719.000800 | 4% | Sep 2026 |
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| Whittier Trust Co. of Nevada | 52.00 | $708.000800 | 0% | Jun 2026 |
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| Rockefeller Capital Management | 12.00 | $164.000400 | 0% | Jun 2026 |
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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 |
| Noble Wealth Management PBC | Jun 2026 | 69k | $949k |
| World Equity Group | Jun 2026 | 31k | $424k |
| Balboa Wealth Partners | Jun 2026 | 24k | $323k |
| CLS Investments | Mar 2026 | 18k | $237k |
| XTX Topco | Mar 2026 | 11k | $147k |