APW
FTHY

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

Aurora Private 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 		$2.58M Sell
188,553
-7,702
-4% -$104K 1.64% 15
2026
Q1 		$2.76M Hold
196,255
– – 1.97% 12
2025
Q4 		$2.76M Buy
+196,255
New +$2.77M 1.81% 13
2025
Q2 		$2.44M Buy
164,262
+35,461
+28% +$503K 1.81% 12
2025
Q1 		$1.86M Buy
128,801
+11,210
+10% +$163K 1.49% 15
2024
Q4 		$1.7M Buy
117,591
+27,517
+31% +$405K 1.28% 19
2024
Q3 		$1.36M Buy
90,074
+18,256
+25% +$269K 1.07% 24
2024
Q2 		$1.03M Buy
71,818
+23,669
+49% +$335K 0.9% 28
2024
Q1 		$691K Buy
+48,149
New +$682K 0.6% 50

Other funds holding FTHY

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Aurora Private Wealth's FTHY Position: Q2 2026 in Review

Aurora Private Wealth reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 3.9% in Q2 2026, selling an estimated $104K and leaving 188,553 shares worth $2.58M. The position accounts for 1.64% of the portfolio, ranked #15.

Aurora Private Wealth first reported a position in FTHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q1 2026. 17 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Aurora Private Wealth held 188,553 shares of First Trust High Yield Opportunities 2027 Term Fund worth $2.58M as of Q2 2026.
  • Aurora Private Wealth sold 7,702 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $104K.
  • First Trust High Yield Opportunities 2027 Term Fund made up 1.64% of Aurora Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Aurora Private Wealth first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2024 and has held it in 9 quarters since.
  • Aurora Private Wealth's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.76M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.