CFML
FTHY

COMPASS FINANCIAL MANAGEMENT LLC’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$24.3K Buy
+1,794
New +$24.3K ﹤0.01% 850

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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
OIM
Oder Investment Management Woodland Hills, California $149M AUM 20.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FTHY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 1,794 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings.

71 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,794 shares of First Trust High Yield Opportunities 2027 Term Fund worth $24.3K as of Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #850 holding.
  • 71 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.