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

Balboa Wealth Partners’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	$323K	Hold	23,563	–	–	0.04%	329
2026 Q1	$319K	Hold	23,563	–	–	0.05%	292
2025 Q4	$332K	Sell	23,563 -648	-3%	-$9.14K	0.05%	265
2025 Q3	$351K	Hold	24,211	–	–	0.06%	244
2025 Q2	$360K	Hold	24,211	–	–	0.07%	211
2025 Q1	$350K	Hold	24,211	–	–	0.08%	173
2024 Q4	$351K	Buy	+24,211	New	+$357K	0.08%	186

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

Balboa Wealth Partners's FTHY Position: Q2 2026 in Review

Balboa Wealth Partners held its First Trust High Yield Opportunities 2027 Term Fund (FTHY) position steady in Q2 2026 at 23,563 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #329.

Balboa Wealth Partners first reported a position in FTHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q2 2025. 88 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Balboa Wealth Partners held 23,563 shares of First Trust High Yield Opportunities 2027 Term Fund worth $323K as of Q2 2026.
Balboa Wealth Partners left its First Trust High Yield Opportunities 2027 Term Fund share count unchanged in Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #329 holding.
Balboa Wealth Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and has held it in 7 quarters since.
Balboa Wealth Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $360K in Q2 2025.
88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

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