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

Atria Wealth Solutions’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
2025 Q2	$306K	Sell	20,609 -344	-2%	-$4.88K	0.01%	1144
2025 Q1	$303K	Buy	20,953 +539	+3%	+$7.83K	﹤0.01%	1458
2024 Q4	$296K	Sell	20,414 -1,526	-7%	-$22.5K	﹤0.01%	1553
2024 Q3	$332K	Buy	21,940 +462	+2%	+$6.8K	﹤0.01%	1454
2024 Q2	$308K	Buy	21,478 +454	+2%	+$6.43K	﹤0.01%	1492
2024 Q1	$306K	Buy	21,024 +1,061	+5%	+$15K	﹤0.01%	1548
2023 Q4	$278K	Sell	19,963 -141	-0.7%	-$1.88K	﹤0.01%	1555
2023 Q3	$268K	Buy	20,104 +296	+1%	+$4.04K	﹤0.01%	1486
2023 Q2	$272K	Sell	19,808 -1,817	-8%	-$25K	﹤0.01%	1506
2023 Q1	$302K	Buy	21,625 +1,631	+8%	+$23.1K	﹤0.01%	1409
2022 Q4	$272K	Buy	19,994 +1,091	+6%	+$15.1K	﹤0.01%	1422
2022 Q3	$255K	Buy	+18,903	New	+$284K	﹤0.01%	1401

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

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

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

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

PAIM

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

COLIM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Atria Wealth Solutions's FTHY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 1.6% in Q2 2025, selling an estimated $4.88K and leaving 20,609 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #1144.

Atria Wealth Solutions first reported a position in FTHY in Q3 2022 and has held it in 12 quarters since. The position peaked at $332K in Q3 2024. 85 funds tracked by Wall St. Rank hold FTHY as of Q2 2025.

Atria Wealth Solutions held 20,609 shares of First Trust High Yield Opportunities 2027 Term Fund worth $306K as of Q2 2025.
Atria Wealth Solutions sold 344 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2025, an estimated $4.88K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1144 holding.
Atria Wealth Solutions first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's First Trust High Yield Opportunities 2027 Term Fund position peaked at $332K in Q3 2024.
85 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.