CCM
FTHY

Coldstream Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-26
Closed -$376 – 1929
2025
Q1 		$376 Buy
+26
New +$378 ﹤0.01% 3411

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
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Coldstream Capital Management's FTHY Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2025, closing a stake of 26 shares — an estimated $376 sold.

Coldstream Capital Management first reported a position in FTHY in Q1 2025 and held it in 1 quarter. The position peaked at $376 in Q1 2025. 85 funds tracked by Wall St. Rank hold FTHY as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 26 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2025, an estimated $376.
  • Coldstream Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $376 in Q1 2025.
  • 85 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.