| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Portfolio Manager | $43.8K | +$43.8K | Aug 20, 2025 | |
| FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Portfolio Manager | $0 | Apr 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|