Who owns First Tr High Yield Opprt 20?

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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 2.9M $43M -16% Mar 2024
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Rivernorth Capital Management 1.2M $18M -10% Mar 2024
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Kennedy Investment Group 1.2M $17M 6% Mar 2024
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City of London Investment Management Company 969k $14M 4% Mar 2024
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Punch & Associates Investment Management 853k $12M -4% Dec 2023
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Royal Bank of Canada 826k $12M 107% Mar 2024
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Commonwealth Equity Services 649k $9.4M 3% Mar 2024
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Arete Wealth Advisors 513k $7.5M -1% Mar 2024
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D.A. Davidson & Co. 472k $6.9M 8% Mar 2024
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Jpmorgan Chase & Co 441k $6.4M 2122% Mar 2024
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Relative Value Partners 413k $5.9M -1% Mar 2024
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1607 Capital Partners 229k $3.3M 16% Mar 2024
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Bullseye Investment Management 205k $3.0M -3% Mar 2024
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LPL Financial 166k $2.4M 125% Mar 2024
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Kestra Advisory Services 165k $2.3M -13% Dec 2023
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Advisor Group Holdings 164k $2.4M 34% Mar 2024
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Raymond James & Associates 162k $2.4M 114% Mar 2024
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Integrated Wealth Concepts 151k $2.2M -34% Mar 2024
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Private Advisory 147k $2.1M -11% Mar 2024
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Oder Investment Management 138k $2.0M 2% Mar 2024
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TFB Advisors 120k $1.7M 4% Mar 2024
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CNH Partners 105k $1.5M -52% Mar 2024
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Kestra Private Wealth Services 88k $1.3M -2% Mar 2024
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BlueChip Wealth Advisors 87k $1.3M 20% Mar 2024
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Cambridge Investment Research Advisors 82k $1.2M 2% Mar 2024
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Wedbush Morgan Securities 81k $1.1M 45% Dec 2023
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Oppenheimer & Co 77k $1.1M 1% Mar 2024
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Sit Investment Associates 63k $922k -91% Mar 2024
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Brooklyn Capital Management 61k $883k -15% Mar 2024
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Landscape Capital Management 58k $843k -47% Mar 2024
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Thoroughbred Financial Services 50k $727k -3% Mar 2024
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Aurora Private Wealth 48k $691k 100% Mar 2024
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Meteora Capital 48k $695k -57% Mar 2024
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Cetera Investment Advisers 47k $685k 32% Mar 2024
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Shaker Financial Services 46k $672k -48% Mar 2024
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Darren Munn 41k $592k -37% Mar 2024
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Insight Advisors, LLC/ PA 37k $539k 12% Mar 2024
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Boothbay Fund Management 33k $485k -60% Mar 2024
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CoreCap Advisors 32k $444k -11% Dec 2023
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Stablepoint Partners 30k $430k 21% Mar 2024
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Stifel Financial 26k $375k 12% Mar 2024
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Janney Montgomery Scott 22k $323k 6% Mar 2024
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Atria Wealth Solutions 21k $306k 5% Mar 2024
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Advisory Services Network 21k $305k -1% Mar 2024
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Brian McDonald 19k $270k 28% Mar 2024
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Apollon Wealth Management 18k $260k -75% Mar 2024
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Raymond James Financial Services Advisors 17k $244k 4% Mar 2024
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Fortitude Advisory Group 17k $243k 0% Mar 2024
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Prime Capital Investment Advisors 17k $230k -11% Dec 2023
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NovaPoint Capital 15k $224k 0% Mar 2024
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International Assets Investment Management 15k $221k -6% Mar 2024
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PFG Investments 15k $221k 100% Mar 2024
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Consolidated Portfolio Review Corp 15k $221k 100% Mar 2024
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UBS Group 15k $218k -8% Mar 2024
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Millennium Management 15k $218k 100% Mar 2024
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CWM 15k $217k 15% Mar 2024
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Envestnet Asset Management 13k $186k -19% Mar 2024
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Cary Street Partner Investment Advisory 12k $175k 0% Mar 2024
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Future Financial Wealth Managment 12k $172k 100% Mar 2024
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Elequin Capital 11k $154k 324% Dec 2023
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Branch Banking & Trust Company 10k $150k 100% Mar 2024
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Whittier Trust 7.5k $109k 100% Mar 2024
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Hanson McClain Advisors 6.6k $95k 228% Mar 2024
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Register Financial Advisors 6.6k $95k 100% Mar 2024
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Proequities 6.3k $92M -39% Mar 2024
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Sunbelt Securities 3.2k $47k 1% Mar 2024
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Northwestern Mutual Wealth Management Company 2.1k $30k 0% Mar 2024
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Nbc Securities 1.8k $26k -4% Mar 2024
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EverSource Wealth Advisors 1.8k $25k 0% Mar 2024
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Rise Advisors 1.2k $17k 3% Mar 2024
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Bank of America Corporation 500.00 $7.3k 100% Mar 2024
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Glass Jacobson Investment Advisors 380.00 $5.5k 0% Mar 2024
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Beaird Harris Wealth Management 315.00 $4.6k 0% Mar 2024
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Blue Bell Private Wealth Management 70.00 $1.0k 0% Mar 2024
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Assetmark 41.00 $596.000600 100% Mar 2024
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Who sold out of First Tr High Yield Opprt 20?

Fund or Company Name Date Sold Shares Held Valued At
Penserra Capital Management Dec 2023 294k $4.1M
Wolverine Asset Management Dec 2023 33k $452k
Deschutes Portfolio Strategy Dec 2023 27k $374k
Nomura Holdings Dec 2023 13k $178k
Wayne Hummer Investments Dec 2023 12k $170k
Kovack Advisors Dec 2023 11k $156k
Virtu Financial Dec 2023 10k $145k
Wells Fargo & Company Dec 2023 8.0k $111k
Geneos Wealth Management Dec 2023 2.8k $39k
Benjamin F. Edwards & Company Dec 2023 1.7k $23k
IFP Advisors Sep 2023 750.00 $10k
Gradient Investments Dec 2023 400.00 $5.6k
Huntington National Bank Dec 2023 322.00 $4.5k