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 Q2	$240K	Sell	17,526 -350	-2%	-$4.74K	﹤0.01%	1402
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Apollon Wealth Management's FTHY Position: Q2 2026 in Review

Apollon Wealth Management reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 2% in Q2 2026, selling an estimated $4.74K and leaving 17,526 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Apollon Wealth Management first reported a position in FTHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q2 2023. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Apollon Wealth Management held 17,526 shares of First Trust High Yield Opportunities 2027 Term Fund worth $240K as of Q2 2026.
Apollon Wealth Management sold 350 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $4.74K.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1402 holding.
Apollon Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2023 and has held it in 13 quarters since.
Apollon Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.3M in Q2 2023.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.