Ameritas Advisory Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Ameritas Advisory Services’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,424	Closed	-$108K	–	1365
2025 Q3	$108K	Buy	7,424 +32	+0.4%	+$469	0.01%	809
2025 Q2	$110K	Buy	+7,392	New	+$105K	0.01%	952
2023 Q2	–	Sell	-11,273	Closed	-$157K	–	1286
2023 Q1	$157K	Sell	11,273 -38,402	-77%	-$543K	0.01%	842
2022 Q4	$670K	Sell	49,675 -160,215	-76%	-$2.22M	0.03%	455
2022 Q3	$2.83M	Sell	209,890 -64,037	-23%	-$961K	0.17%	125
2022 Q2	$3.98M	Sell	273,927 -26,223	-9%	-$414K	0.23%	93
2022 Q1	$5.23M	Buy	300,150 +15,132	+5%	+$280K	0.19%	83
2021 Q4	$5.76M	Buy	+285,018	New	+$5.86M	0.21%	85

Other funds holding FTHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Ameritas Advisory Services's FTHY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2025, closing a stake of 7,424 shares — an estimated $108K sold.

Ameritas Advisory Services first reported a position in FTHY in Q4 2021 and held it in 8 quarters. The position peaked at $5.76M in Q4 2021. 95 funds tracked by Wall St. Rank hold FTHY as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 7,424 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2025, an estimated $108K.
Ameritas Advisory Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $5.76M in Q4 2021.
95 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.