Citadel Advisors
FTHY

Citadel Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Citadel 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 		$158K Buy
+11,503
New +$156K ﹤0.01% 12308
2025
Q4 		– Sell
-16,587
Closed -$240K – 13126
2025
Q3 		$240K Buy
+16,587
New +$243K ﹤0.01% 10853
2022
Q3 		– Sell
-13,612
Closed -$198K – 12949
2022
Q2 		$198K Buy
+13,612
New +$215K ﹤0.01% 10702

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

Citadel Advisors's FTHY Position: Q2 2026 in Review

Citadel Advisors opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 11,503 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #12308 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in FTHY as recently as Q3 2025.

Citadel Advisors first reported a position in FTHY in Q2 2022 and has held it in 3 quarters since. The position peaked at $240K in Q3 2025. 88 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Citadel Advisors held 11,503 shares of First Trust High Yield Opportunities 2027 Term Fund worth $158K as of Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund was a new Citadel Advisors position in Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12308 holding.
  • Citadel Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2022 and has held it in 3 quarters since.
  • Citadel Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $240K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.