Cetera Investment Advisers
FTHY

Cetera Investment Advisers’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Cetera Investment Advisers’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 		$471K Buy
34,369
+298
+0.9% +$4.03K ﹤0.01% 3756
2026
Q1 		$461K Sell
34,071
-603
-2% -$8.38K ﹤0.01% 3585
2025
Q4 		$488K Sell
34,674
-1,642
-5% -$23.2K ﹤0.01% 3460
2025
Q3 		$526K Buy
36,316
+15,876
+78% +$232K ﹤0.01% 3342
2025
Q2 		$304K Buy
20,440
+3,880
+23% +$55.1K ﹤0.01% 3390
2025
Q1 		$239K Buy
16,560
+3,456
+26% +$50.2K ﹤0.01% 3457
2024
Q4 		$190K Sell
13,104
-40,100
-75% -$591K ﹤0.01% 3443
2024
Q3 		$804K Sell
53,204
-2,728
-5% -$40.1K ﹤0.01% 2274
2024
Q2 		$801K Buy
55,932
+8,838
+19% +$125K ﹤0.01% 2241
2024
Q1 		$685K Buy
47,094
+583
+1% +$8.26K ﹤0.01% 2367
2023
Q4 		$648K Buy
46,511
+10,910
+31% +$146K 0.01% 1351
2023
Q3 		$474K Buy
35,601
+4,496
+14% +$61.3K ﹤0.01% 1449
2023
Q2 		$427K Sell
31,105
-183
-0.6% -$2.52K ﹤0.01% 1540
2023
Q1 		$437K Buy
31,288
+14,777
+89% +$209K ﹤0.01% 1509
2022
Q4 		$223K Buy
+16,511
New +$229K ﹤0.01% 1845

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

Cetera Investment Advisers's FTHY Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 0.87% in Q2 2026, buying an estimated $4.03K and bringing the position to 34,369 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Cetera Investment Advisers first reported a position in FTHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $804K in Q3 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Cetera Investment Advisers held 34,369 shares of First Trust High Yield Opportunities 2027 Term Fund worth $471K as of Q2 2026.
  • Cetera Investment Advisers bought 298 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $4.03K.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3756 holding.
  • Cetera Investment Advisers first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's First Trust High Yield Opportunities 2027 Term Fund position peaked at $804K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.