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

Concurrent Investment 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	–	Sell	-12,790	Closed	-$173K	–	2138
2026 Q1	$173K	Sell	12,790 -29,392	-70%	-$408K	﹤0.01%	1767
2025 Q4	$593K	Sell	42,182 -58,404	-58%	-$824K	0.01%	1069
2025 Q3	$1.46M	Sell	100,586 -7,299	-7%	-$107K	0.03%	545
2025 Q2	$1.6M	Buy	107,885 +81,325	+306%	+$1.15M	0.03%	483
2025 Q1	$384K	Buy	+26,560	New	+$386K	0.01%	826

Other funds holding FTHY

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Concurrent Investment Advisors's FTHY Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 12,790 shares — an estimated $173K sold.

Concurrent Investment Advisors first reported a position in FTHY in Q1 2025 and held it in 5 quarters. The position peaked at $1.6M in Q2 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Concurrent Investment Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 12,790 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $173K.
Concurrent Investment Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and held it in 5 quarters.
Concurrent Investment Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.6M in Q2 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.