Independent Financial Group »

First Tr High Yield Opprt 20 shares owned by Independent Financial Group

Quarter-by-quarter ownership of First Tr High Yield Opprt 20 (FTHY) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in First Tr High Yield Opprt 20

Tip: Access up to 7 years of quarterly data

All positions including First Tr High Yield Opprt 20 held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr High Yield Opprt 20 by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 113k 13.53
2025-09-30 $1.7M 119k 14.49
2025-06-30 $2.0M 133k 14.85
2025-03-31 $2.1M 142k 14.45

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Amazon (AMZN)
Pgim Etf Tr Aaa Clo Etf (PAAA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

Top funds holding First Tr High Yield Opprt 20

Morgan Stanley
Sit Investment Associates
Kennedy Investment Group
Rivernorth Capital Management
Punch & Associates Investment Management
Royal Bank of Canada
Commonwealth Equity Services
Penserra Capital Management
City of London Investment Management Company
LPL Financial
D.A. Davidson & Co.
Goss Wealth Management
Logan Stone Capital
Winebrenner Capital Management
Narwhal Capital Management

View all funds holding First Tr High Yield Opprt 20