HERITAGE WEALTH MANAGEMENT, LLC - FIRST TR HIGH YIELD OPPRT 20 ownership

FIRST TR HIGH YIELD OPPRT 20's ticker is FTHY and the CUSIP is 33741Q107. A total of 72 filers reported holding FIRST TR HIGH YIELD OPPRT 20 in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of FIRST TR HIGH YIELD OPPRT 20
ValueSharesWeighting
Q4 2022$13,480
+3.7%
1,0000.0%0.00%
-50.0%
Q3 2022$13,000
-99.9%
1,0000.0%0.00%
-20.0%
Q2 2022$14,530,000
+85370.6%
1,0000.0%0.01%0.0%
Q1 2022$17,000
-81.5%
1,000
-77.8%
0.01%
-84.8%
Q3 2021$92,000
+2.2%
4,5000.0%0.03%
-2.9%
Q2 2021$90,000
+1.1%
4,5000.0%0.03%
-32.0%
Q1 2021$89,0004,5000.05%
Other shareholders
FIRST TR HIGH YIELD OPPRT 20 shareholders Q1 2023
NameSharesValueWeighting ↓
KENNEDY INVESTMENT GROUP 920,466$12,849,7057.86%
Bullseye Investment Management, LLC 196,149$2,738,2402.00%
Oder Investment Management, LLC 113,551$1,585,1661.86%
TFB Advisors LLC 127,478$1,779,5931.35%
Catalyst Wealth Management, LLC 96,023$1,340,4771.26%
Logan Stone Capital, LLC 217,668$2,773,0901.10%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,410,599$19,691,9620.95%
Shaker Financial Services, LLC 151,336$2,112,6510.92%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 925,759$12,923,5920.83%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 660,604$9,245,1530.71%
View complete list of FIRST TR HIGH YIELD OPPRT 20 shareholders