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

Blue Bell Private Wealth Management’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	$959	Hold	70	–	–	﹤0.01%	685
2026 Q1	$947	Sell	70 -550	-89%	-$7.64K	﹤0.01%	683
2025 Q4	$8.72K	Buy	620 +550	+786%	+$7.76K	﹤0.01%	570
2025 Q3	$1.01K	Hold	70	–	–	﹤0.01%	677
2025 Q2	$1.04K	Hold	70	–	–	﹤0.01%	673
2025 Q1	$1.01K	Hold	70	–	–	﹤0.01%	668
2024 Q4	$1.01K	Hold	70	–	–	﹤0.01%	623
2024 Q3	$1.06K	Hold	70	–	–	﹤0.01%	641
2024 Q2	$1K	Hold	70	–	–	﹤0.01%	663
2024 Q1	$1.02K	Hold	70	–	–	﹤0.01%	675
2023 Q4	$975	Buy	+70	New	+$936	﹤0.01%	674

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

Blue Bell Private Wealth Management's FTHY Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its First Trust High Yield Opportunities 2027 Term Fund (FTHY) position steady in Q2 2026 at 70 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Blue Bell Private Wealth Management first reported a position in FTHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.72K in Q4 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Blue Bell Private Wealth Management held 70 shares of First Trust High Yield Opportunities 2027 Term Fund worth $959 as of Q2 2026.
Blue Bell Private Wealth Management 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 ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #685 holding.
Blue Bell Private Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and has held it in 11 quarters since.
Blue Bell Private Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $8.72K in Q4 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.