DWP
FTHY

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

Daymark Wealth Partners’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 		$149K Sell
10,882
-3,984
-27% -$53.9K ﹤0.01% 780
2026
Q1 		$201K Buy
14,866
+3,984
+37% +$55.3K 0.01% 710
2025
Q4 		$153K Hold
10,882
– – ﹤0.01% 597
2025
Q3 		$158K Buy
10,882
+86
+0.8% +$1.26K 0.01% 593
2025
Q2 		$160K Buy
+10,796
New +$153K 0.01% 553

Other funds holding FTHY

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
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
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

Daymark Wealth Partners's FTHY Position: Q2 2026 in Review

Daymark Wealth Partners reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 27% in Q2 2026, selling an estimated $53.9K and leaving 10,882 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Daymark Wealth Partners first reported a position in FTHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $201K in Q1 2026. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Daymark Wealth Partners held 10,882 shares of First Trust High Yield Opportunities 2027 Term Fund worth $149K as of Q2 2026.
  • Daymark Wealth Partners sold 3,984 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $53.9K.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #780 holding.
  • Daymark Wealth Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2025 and has held it in 5 quarters since.
  • Daymark Wealth Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $201K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.