CP
FTHY

Camelot Portfolios’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Camelot Portfolios’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 		$324K Buy
+23,614
New +$320K 0.23% 145
2026
Q1 		– Sell
-7,000
Closed -$98.5K – 325
2025
Q4 		$98.5K Buy
+7,000
New +$98.8K 0.06% 245
2025
Q3 		– Sell
-38,045
Closed -$565K – 212
2025
Q2 		$565K Sell
38,045
-2,345
-6% -$33.3K 0.34% 99
2025
Q1 		$584K Buy
40,390
+12,421
+44% +$181K 0.36% 98
2024
Q4 		$405K Sell
27,969
-1,321
-5% -$19.5K 0.44% 76
2024
Q3 		$443K Sell
29,290
-22,189
-43% -$326K 0.44% 76
2024
Q2 		$737K Buy
51,479
+10,784
+26% +$153K 0.42% 72
2024
Q1 		$592K Sell
40,695
-24,274
-37% -$344K 0.58% 58
2023
Q4 		$905K Buy
64,969
+23,539
+57% +$315K 0.54% 62
2023
Q3 		$552K Sell
41,430
-5,059
-11% -$69K 0.53% 63
2023
Q2 		$638K Sell
46,489
-254
-0.5% -$3.5K 0.4% 73
2023
Q1 		$653K Buy
46,743
+17,104
+58% +$242K 0.45% 70
2022
Q4 		$400K Buy
29,639
+2,364
+9% +$32.8K 0.3% 103
2022
Q3 		$367K Sell
27,275
-1,579
-5% -$23.7K 0.35% 89
2022
Q2 		$419K Buy
+28,854
New +$455K 0.25% 118

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

Camelot Portfolios's FTHY Position: Q2 2026 in Review

Camelot Portfolios opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 23,614 shares worth $324K. The stake represents 0.23% of the portfolio and ranks #145 among its holdings. This is a return to the name: Camelot Portfolios previously reported a position in FTHY as recently as Q4 2025.

Camelot Portfolios first reported a position in FTHY in Q2 2022 and has held it in 15 quarters since. The position peaked at $905K in Q4 2023. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Camelot Portfolios held 23,614 shares of First Trust High Yield Opportunities 2027 Term Fund worth $324K as of Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund was a new Camelot Portfolios position in Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund made up 0.23% of Camelot Portfolios's portfolio in Q2 2026, its #145 holding.
  • Camelot Portfolios first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2022 and has held it in 15 quarters since.
  • Camelot Portfolios's First Trust High Yield Opportunities 2027 Term Fund position peaked at $905K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.