Arax Advisory Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Arax Advisory Partners’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	$185K	Buy	13,476 +12,923	+2,337%	+$175K	﹤0.01%	2305
2026 Q1	$7.48K	Hold	553	–	–	﹤0.01%	2599
2025 Q4	$7.78K	Hold	553	–	–	﹤0.01%	2610
2025 Q3	$8.01K	Hold	553	–	–	﹤0.01%	2688
2025 Q2	$8.21K	Hold	553	–	–	﹤0.01%	2054
2025 Q1	$7.99K	Buy	+553	New	+$8.04K	﹤0.01%	1627

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

Arax Advisory Partners's FTHY Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 2,337% in Q2 2026, buying an estimated $175K and bringing the position to 13,476 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Arax Advisory Partners first reported a position in FTHY in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Arax Advisory Partners held 13,476 shares of First Trust High Yield Opportunities 2027 Term Fund worth $185K as of Q2 2026.
Arax Advisory Partners bought 12,923 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $175K.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2305 holding.
Arax Advisory Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.