Arkadios Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Arkadios Wealth Advisors’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	$216K	Buy	+15,790	New	+$214K	﹤0.01%	1589
2022 Q2	–	Sell	-10,037	Closed	-$175K	–	566
2022 Q1	$175K	Sell	10,037 -5,336	-35%	-$98.9K	0.02%	539
2021 Q4	$311K	Sell	15,373 -1,248	-8%	-$25.7K	0.04%	441
2021 Q3	$341K	Sell	16,621 -426	-2%	-$8.69K	0.05%	373
2021 Q2	$341K	Sell	17,047 -938	-5%	-$18.7K	0.04%	417
2021 Q1	$357K	Buy	17,985 +4,320	+32%	+$85.4K	0.06%	314
2020 Q4	$277K	Buy	+13,665	New	+$274K	0.06%	271

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

Arkadios Wealth Advisors's FTHY Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 15,790 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in FTHY as recently as Q1 2022.

Arkadios Wealth Advisors first reported a position in FTHY in Q4 2020 and has held it in 7 quarters since. The position peaked at $357K in Q1 2021. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Arkadios Wealth Advisors held 15,790 shares of First Trust High Yield Opportunities 2027 Term Fund worth $216K as of Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund was a new Arkadios Wealth Advisors position in Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1589 holding.
Arkadios Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2020 and has held it in 7 quarters since.
Arkadios Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $357K in Q1 2021.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.