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 Q3	$8K	Buy	658 +18	+3%	+$241	﹤0.01%	1384
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

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

CX Institutional's FTHY Position: Q3 2026 in Review

CX Institutional increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 2.8% in Q3 2026, buying an estimated $241 and bringing the position to 658 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

CX Institutional first reported a position in FTHY in Q3 2025 and has held it in 5 quarters since. The position peaked at $28K in Q4 2025. 16 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

CX Institutional held 658 shares of First Trust High Yield Opportunities 2027 Term Fund worth $8K as of Q3 2026.
CX Institutional bought 18 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2026, an estimated $241.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1384 holding.
CX Institutional first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust High Yield Opportunities 2027 Term Fund position peaked at $28K in Q4 2025.
16 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.