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
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 $1.66T 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