Brinker Capital Investments’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Brinker Capital Investments’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	–	Sell	-17,512	Closed	-$237K	–	1975
2026 Q1	$237K	Sell	17,512 -3,566	-17%	-$49.5K	﹤0.01%	1777
2025 Q4	$297K	Buy	+21,078	New	+$297K	﹤0.01%	1817

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Brinker Capital Investments's FTHY Position: Q2 2026 in Review

Brinker Capital Investments sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 17,512 shares — an estimated $237K sold.

Brinker Capital Investments first reported a position in FTHY in Q4 2025 and held it in 2 quarters. The position peaked at $297K in Q4 2025. 88 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Brinker Capital Investments reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 17,512 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $237K.
Brinker Capital Investments first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and held it in 2 quarters.
Brinker Capital Investments's First Trust High Yield Opportunities 2027 Term Fund position peaked at $297K in Q4 2025.
88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.