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First Tr High Yield Opprt 20 shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of First Tr High Yield Opprt 20 (FTHY) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in First Tr High Yield Opprt 20

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All positions including First Tr High Yield Opprt 20 held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr High Yield Opprt 20 by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 85k 14.49
2025-06-30 $1.3M 85k 14.85
2025-03-31 $941k 65k 14.45
2021-12-31 $506k 25k 20.24

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View all positions for Transcend Wealth Collective

Top funds holding First Tr High Yield Opprt 20

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

View all funds holding First Tr High Yield Opprt 20