CA
FTHY

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

CoreCap 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 		$431K Sell
31,484
-850
-3% -$11.5K 0.01% 589
2026
Q1 		$437K Sell
32,334
-3,210
-9% -$44.6K 0.01% 543
2025
Q4 		$500K Sell
35,544
-6,497
-15% -$91.7K 0.02% 507
2025
Q3 		$609K Sell
42,041
-659
-2% -$9.65K 0.02% 486
2025
Q2 		$634K Sell
42,700
-1,358
-3% -$19.3K 0.03% 459
2025
Q1 		$637K Sell
44,058
-1,380
-3% -$20.1K 0.03% 433
2024
Q4 		$658K Sell
45,438
-310
-0.7% -$4.57K 0.03% 415
2024
Q3 		$692K Sell
45,748
-264
-0.6% -$3.88K 0.03% 392
2024
Q2 		$659K Hold
46,012
– – 0.07% 194
2024
Q1 		$669K Buy
46,012
+14,119
+44% +$200K 0.04% 352
2023
Q4 		$444K Sell
31,893
-3,837
-11% -$51.3K 0.03% 370
2023
Q3 		$476K Sell
35,730
-472
-1% -$6.43K 0.03% 329
2023
Q2 		$497K Buy
+36,202
New +$499K 0.04% 350
2022
Q4 		$691K Hold
51,272
– – 0.05% 297
2022
Q3 		$691K Sell
51,272
-1,062
-2% -$15.9K 0.06% 270
2022
Q2 		$760K Hold
52,334
– – 0.06% 257
2022
Q1 		$911K Sell
52,334
-4,352
-8% -$80.6K 0.06% 234
2021
Q4 		$1.15M Buy
+56,686
New +$1.17M 0.08% 212

Other funds holding FTHY

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return