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 Q3	$1.9M	Sell	147,870 -40,683	-22%	-$544K	1.2%	19
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

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Aurora Private Wealth's FTHY Position: Q3 2026 in Review

Aurora Private Wealth reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 22% in Q3 2026, selling an estimated $544K and leaving 147,870 shares worth $1.9M. The position accounts for 1.2% of the portfolio, ranked #19.

Aurora Private Wealth first reported a position in FTHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q1 2026. 19 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

Aurora Private Wealth held 147,870 shares of First Trust High Yield Opportunities 2027 Term Fund worth $1.9M as of Q3 2026.
Aurora Private Wealth sold 40,683 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2026, an estimated $544K.
First Trust High Yield Opportunities 2027 Term Fund made up 1.2% of Aurora Private Wealth's portfolio in Q3 2026, its #19 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 10 quarters since.
Aurora Private Wealth's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.76M in Q1 2026.
19 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.