Glass Jacobson Investment Advisors llc - FIRST TR HIGH YIELD OPPRT 20 ownership

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of FIRST TR HIGH YIELD OPPRT 20
ValueSharesWeighting
Q3 2023$5,062
-2.9%
3800.0%0.00%0.0%
Q2 2023$5,214
+3.1%
380
+1.3%
0.00%
-33.3%
Q4 2022$5,0553750.00%
Other shareholders
FIRST TR HIGH YIELD OPPRT 20 shareholders Q4 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