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 |
|---|---|---|---|---|---|
| Morgan Stanley | 3.3M | $45M | 13% | Mar 2026 |
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| Sit Investment Associates | 2.8M | $38M | 15% | Mar 2026 |
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| Kennedy Investment Group | 1.2M | $16M | 0% | Jun 2026 |
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| Rivernorth Capital Management | 1.0M | $14M | 0% | Mar 2026 |
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| Punch & Associates Investment Management | 887k | $12M | 7% | Mar 2026 |
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| Royal Bank of Canada | 708k | $9.6M | 100% | Mar 2026 |
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| Atlas Wealth | 603k | $8.3M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 589k | $8.1M | -4% | Jun 2026 |
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| Penserra Capital Management | 576k | $7.8M | 18% | Mar 2026 |
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| City of London Investment Management Company | 481k | $6.5M | 13% | Mar 2026 |
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| D.A. Davidson & Co. | 346k | $4.7M | 6% | Jun 2026 |
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| LPL Financial | 328k | $4.4M | 5% | Mar 2026 |
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| Goss Wealth Management | 292k | $3.9M | -8% | Mar 2026 |
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| Logan Stone Capital | 249k | $3.4M | 8% | Mar 2026 |
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| Winebrenner Capital Management | 199k | $2.7M | -38% | Mar 2026 |
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| Aurora Private Wealth | 196k | $2.8M | 0% | Mar 2026 |
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| 1607 Capital Partners | 176k | $2.4M | 1% | Mar 2026 |
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| Almitas Capital | 166k | $2.2M | 201% | Mar 2026 |
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| Oder Investment Management | 150k | $2.0M | -3% | Mar 2026 |
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| Private Advisory | 141k | $1.9M | 0% | Mar 2026 |
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| Advisor Group Holdings | 136k | $1.8M | -29% | Mar 2026 |
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| Cambridge Investment Research Advisors | 133k | $1.8M | -24% | Jun 2026 |
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| Kestra Advisory Services | 131k | $1.8M | -6% | Jun 2026 |
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| Wedbush Morgan Securities | 122k | $1.7M | 6% | Jun 2026 |
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| Independent Financial Group | 113k | $1.5M | 100% | Mar 2026 |
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| Transcend Wealth Collective | 95k | $1.3M | 0% | Mar 2026 |
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| TFB Advisors | 95k | $1.3M | -5% | Mar 2026 |
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| Integrated Wealth Concepts | 78k | $1.1M | -17% | Mar 2026 |
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| Stifel Financial | 74k | $1.0M | 0% | Mar 2026 |
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| Oppenheimer & Co | 74k | $1.0M | 2% | Mar 2026 |
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| UBS Group | 74k | $999k | 6% | Mar 2026 |
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| Noble Wealth Management PBC | 69k | $949k | -6% | Jun 2026 |
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| Cohen & Steers Capital Management | 65k | $879k | 100% | Mar 2026 |
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| Magnus Financial Group | 65k | $884k | -7% | Jun 2026 |
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| CSS | 54k | $726k | 21% | Mar 2026 |
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| BlueChip Wealth Advisors | 48k | $662k | 100% | Jun 2026 |
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| Insight Advisors, LLC/ PA | 48k | $653k | -13% | Mar 2026 |
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| Arete Wealth Advisors | 45k | $604k | -39% | Mar 2026 |
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| Invesco | 42k | $563k | -2% | Mar 2026 |
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| Cetera Investment Advisers | 34k | $461k | -2% | Mar 2026 |
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| TrueMark Investments | 34k | $459k | 5% | Mar 2026 |
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| Kestra Private Wealth Services | 33k | $449k | -33% | Jun 2026 |
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| Signature Equity Partners | 32k | $437k | 3% | Jun 2026 |
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| CoreCap Advisors | 32k | $431k | -3% | Jun 2026 |
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| World Equity Group | 31k | $424k | -4% | Jun 2026 |
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| Huntleigh Advisors | 31k | $417k | -9% | Mar 2026 |
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| First Financial Group Corp | 27k | $367k | -2% | Mar 2026 |
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| Colony | 27k | $360k | -7% | Mar 2026 |
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| Advisory Services Network | 26k | $353k | -3% | Mar 2026 |
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| Raymond James Financial | 25k | $342k | -4% | Mar 2026 |
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| Focused Alpha | 25k | $332k | 2% | Mar 2026 |
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| Darren Munn | 24k | $324k | 100% | Jun 2026 |
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| Balboa Wealth Partners | 24k | $319k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 22k | $295k | 0% | Mar 2026 |
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| Fortitude Advisory Group | 21k | $289k | 0% | Mar 2026 |
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| Change Path | 19k | $257k | -3% | Mar 2026 |
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| Janney Montgomery Scott | 19k | $253k | 4% | Mar 2026 |
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| Apollon Wealth Management | 18k | $242k | 0% | Mar 2026 |
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| CLS Investments | 18k | $237k | -17% | Mar 2026 |
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| International Assets Investment Management | 16k | $221k | 1% | Mar 2026 |
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| Pvg Asset Management | 16k | $218k | 0% | Jun 2026 |
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| CWM | 15k | $202k | 0% | Mar 2026 |
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| Daymark Wealth Partners | 15k | $201k | 37% | Mar 2026 |
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| Advisory Solutions Group | 14k | $191k | 100% | Jun 2026 |
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| Hrt Financial | 13k | $175k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 13k | $173k | -70% | Mar 2026 |
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| Lido Advisors | 12k | $168k | 0% | Mar 2026 |
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| Stablepoint Partners | 11k | $154k | 0% | Jun 2026 |
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| Perigon Wealth Management | 11k | $151k | 0% | Mar 2026 |
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| XTX Topco | 11k | $147k | -54% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $143k | 0% | Mar 2026 |
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| N.E.W. Advisory Services | 8.4k | $113k | 1% | Mar 2026 |
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| Fifth Third Bancorp | 6.7k | $90k | 100% | Mar 2026 |
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| Sunbelt Securities | 3.6k | $48k | 0% | Mar 2026 |
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| Private Trust Co Na | 1.5k | $21k | 0% | Jun 2026 |
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| Colonial Asset Management | 1.5k | $20k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $15k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 1.1k | $14k | -31% | Mar 2026 |
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| Hanson McClain Advisors | 1.0k | $14k | 0% | Mar 2026 |
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| Financial Gravity Wealth | 776.00 | $11k | -37% | Mar 2026 |
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| Harbour Investments | 718.00 | $9.7k | 100% | Mar 2026 |
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| Assetmark | 714.00 | $9.8k | 0% | Jun 2026 |
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| CX Institutional | 640.00 | $9.0k | -68% | Jun 2026 |
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| SRS Capital Advisors | 553.00 | $7.5k | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 425.00 | $5.8k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 70.00 | $947.002000 | -89% | Mar 2026 |
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| EverSource Wealth Advisors | 54.00 | $745.000200 | 2% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 52.00 | $708.000800 | 0% | Jun 2026 |
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| Wells Fargo & Company | 13.00 | $176.000500 | -100% | Mar 2026 |
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| Rockefeller Capital Management | 12.00 | $162.000000 | 100% | Mar 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 |
|---|---|---|---|
| Narwhal Capital Management | Mar 2026 | 197k | $2.7M |
| Wolverine Asset Management | Dec 2025 | 29k | $407k |
| Readystate Asset Management | Dec 2025 | 29k | $403k |
| Jane Street | Dec 2025 | 23k | $320k |
| Nomura Holdings | Dec 2025 | 14k | $196k |
| Shaker Financial Services | Mar 2026 | 14k | $187k |
| Susquehanna International | Dec 2025 | 12k | $162k |
| Golden State Equity Partners | Mar 2026 | 2.4k | $32k |
| Plante Moran Financial Advisors | Dec 2025 | 1.1k | $15k |
| WPG Advisers | Dec 2025 | 86.00 | $1.2k |
| Flagship Harbor Advisors | Dec 2025 | 77.00 | $1.1k |