BWA
FTHY

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return