CW
FTHY

CreativeOne Wealth’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

CreativeOne Wealth’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
Q1 		$257K Sell
19,000
-600
-3% -$8.33K 0.01% 1038
2025
Q4 		$276K Buy
19,600
+1,300
+7% +$18.3K 0.01% 986
2025
Q3 		$265K Sell
18,300
-3,793
-17% -$55.5K 0.01% 1000
2025
Q2 		$328K Sell
22,093
-1,952
-8% -$27.7K 0.01% 889
2025
Q1 		$347K Sell
24,045
-7,905
-25% -$115K 0.01% 813
2024
Q4 		$463K Buy
+31,950
New +$471K 0.01% 714

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return