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

Atlas Wealth’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	$8.25M	Buy	+602,530	New	+$8.16M	1.18%	24
2024 Q3	–	Sell	-363,661	Closed	-$5.17M	–	104
2024 Q2	$5.17M	Buy	+363,661	New	+$5.15M	0.61%	47
2023 Q4	–	Sell	-149,983	Closed	-$2M	–	98
2023 Q3	$2M	Buy	149,983 +50,967	+51%	+$695K	0.37%	51
2023 Q2	$1.35M	Buy	99,016 +75,808	+327%	+$1.04M	0.25%	65
2023 Q1	$324K	Buy	+23,208	New	+$328K	0.06%	141

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Wealth's FTHY Position: Q2 2026 in Review

Atlas Wealth opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 602,530 shares worth $8.25M. The stake represents 1.18% of the portfolio and ranks #24 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in FTHY as recently as Q2 2024.

Atlas Wealth first reported a position in FTHY in Q1 2023 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Atlas Wealth held 602,530 shares of First Trust High Yield Opportunities 2027 Term Fund worth $8.25M as of Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund was a new Atlas Wealth position in Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund made up 1.18% of Atlas Wealth's portfolio in Q2 2026, its #24 holding.
Atlas Wealth first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2023 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.