CX Institutional’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

CX Institutional’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	$9K	Sell	640 -1,376	-68%	-$18.6K	﹤0.01%	1310
2026 Q1	$27K	Buy	2,016 +20	+1%	+$278	﹤0.01%	1077
2025 Q4	$28K	Buy	1,996 +30	+2%	+$423	﹤0.01%	1064
2025 Q3	$28K	Buy	+1,966	New	+$28.8K	﹤0.01%	1044

Other funds holding FTHY

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return