AWM
FTHY

Apollon Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Apollon Wealth Management’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
2026
Q1 		$242K Hold
17,876
– – ﹤0.01% 1229
2025
Q4 		$252K Sell
17,876
-6,713
-27% -$94.7K ﹤0.01% 1136
2025
Q3 		$356K Buy
24,589
+340
+1% +$4.98K 0.01% 978
2025
Q2 		$360K Buy
24,249
+541
+2% +$7.68K 0.01% 937
2025
Q1 		$343K Sell
23,708
-2,000
-8% -$29.1K 0.01% 904
2024
Q4 		$372K Buy
25,708
+8,367
+48% +$123K 0.01% 860
2024
Q3 		$262K Hold
17,341
– – 0.01% 956
2024
Q2 		$248K Sell
17,341
-535
-3% -$7.58K 0.01% 928
2024
Q1 		$260K Sell
17,876
-53,035
-75% -$752K 0.01% 924
2023
Q4 		$988K Sell
70,911
-3,084
-4% -$41.2K 0.03% 457
2023
Q3 		$986K Sell
73,995
-20,903
-22% -$285K 0.05% 363
2023
Q2 		$1.3M Buy
+94,898
New +$1.31M 0.06% 316

Other funds holding FTHY

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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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return