BlueChip Wealth Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

BlueChip Wealth Advisors’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	$662K	Buy	+48,350	New	+$655K	0.25%	78
2026 Q1	–	Sell	-38,850	Closed	-$547K	–	152
2025 Q4	$547K	Buy	38,850 +4,044	+12%	+$57.1K	0.23%	72
2025 Q3	$504K	Sell	34,806 -14,389	-29%	-$211K	0.22%	77
2025 Q2	$731K	Sell	49,195 -3,000	-6%	-$42.6K	0.33%	61
2025 Q1	$754K	Sell	52,195 -2,708	-5%	-$39.4K	0.37%	60
2024 Q4	$795K	Buy	54,903 +5,931	+12%	+$87.4K	0.44%	47
2024 Q3	$740K	Buy	48,972 +2,735	+6%	+$40.2K	0.39%	56
2024 Q2	$662K	Sell	46,237 -41,000	-47%	-$581K	0.39%	58
2024 Q1	$1.27M	Buy	87,237 +14,737	+20%	+$209K	0.82%	29
2023 Q4	$1.01M	Buy	+72,500	New	+$969K	0.71%	38

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

BlueChip Wealth Advisors's FTHY Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 48,350 shares worth $662K. The stake represents 0.25% of the portfolio and ranks #78 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in FTHY as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in FTHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

BlueChip Wealth Advisors held 48,350 shares of First Trust High Yield Opportunities 2027 Term Fund worth $662K as of Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund was a new BlueChip Wealth Advisors position in Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund made up 0.25% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #78 holding.
BlueChip Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.27M in Q1 2024.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.