Cambridge Investment Research Advisors
FTHY

Cambridge Investment Research Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Cambridge Investment Research 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 		$1.82M Sell
132,977
-42,882
-24% -$581K ﹤0.01% 1764
2026
Q1 		$2.38M Sell
175,859
-15,639
-8% -$217K 0.01% 1470
2025
Q4 		$2.69M Buy
191,498
+15,572
+9% +$220K 0.01% 1297
2025
Q3 		$2.55M Buy
175,926
+11,494
+7% +$168K 0.01% 1327
2025
Q2 		$2.44M Buy
164,432
+9,655
+6% +$137K 0.01% 1280
2025
Q1 		$2.24M Buy
154,777
+4,794
+3% +$69.7K 0.01% 1272
2024
Q4 		$2.17M Buy
149,983
+18,966
+14% +$279K 0.01% 1304
2024
Q3 		$1.98M Buy
131,017
+55,744
+74% +$820K 0.01% 1353
2024
Q2 		$1.08M Sell
75,273
-7,149
-9% -$101K ﹤0.01% 1719
2024
Q1 		$1.2M Buy
82,422
+1,749
+2% +$24.8K ﹤0.01% 1608
2023
Q4 		$1.12M Sell
80,673
-8,792
-10% -$118K ﹤0.01% 1570
2023
Q3 		$1.19M Sell
89,465
-27,554
-24% -$376K 0.01% 1452
2023
Q2 		$1.61M Sell
117,019
-8,637
-7% -$119K 0.01% 1300
2023
Q1 		$1.75M Sell
125,656
-11,749
-9% -$166K 0.01% 1206
2022
Q4 		$1.85M Sell
137,405
-17,859
-12% -$248K 0.01% 1119
2022
Q3 		$2.09M Buy
155,264
+2,959
+2% +$44.4K 0.01% 1000
2022
Q2 		$2.21M Sell
152,305
-3,444
-2% -$54.3K 0.01% 991
2022
Q1 		$2.71M Sell
155,749
-46,430
-23% -$860K 0.01% 972
2021
Q4 		$4.09M Buy
202,179
+3,473
+2% +$71.4K 0.02% 739
2021
Q3 		$4.08M Sell
198,706
-4,440
-2% -$90.6K 0.02% 702
2021
Q2 		$4.07M Buy
203,146
+4,727
+2% +$94.2K 0.02% 727
2021
Q1 		$3.94M Sell
198,419
-15,624
-7% -$309K 0.02% 670
2020
Q4 		$4.35M Sell
214,043
-5,724
-3% -$115K 0.03% 580
2020
Q3 		$4.43M Buy
219,767
+47,212
+27% +$972K 0.03% 502
2020
Q2 		$3.49M Buy
+172,555
New +$3.47M 0.03% 552

Other funds holding FTHY

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
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
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

Cambridge Investment Research Advisors's FTHY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 24% in Q2 2026, selling an estimated $581K and leaving 132,977 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Cambridge Investment Research Advisors first reported a position in FTHY in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.43M in Q3 2020. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Cambridge Investment Research Advisors held 132,977 shares of First Trust High Yield Opportunities 2027 Term Fund worth $1.82M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 42,882 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $581K.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1764 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $4.43M in Q3 2020.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.