EWA
FTHY

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

EverSource Wealth 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 		$745 Buy
54
+1
+2% +$14 ﹤0.01% 4051
2026
Q1 		$716 Buy
53
+2
+4% +$28 ﹤0.01% 3968
2025
Q4 		$725 Buy
51
+1
+2% +$14 ﹤0.01% 3790
2025
Q3 		$727 Buy
50
+1
+2% +$15 ﹤0.01% 3842
2025
Q2 		$726 Buy
49
+1
+2% +$14 ﹤0.01% 3806
2025
Q1 		$688 Sell
48
-367
-88% -$5.33K ﹤0.01% 3352
2024
Q4 		$6.01K Buy
415
+10
+2% +$147 ﹤0.01% 2264
2024
Q3 		$6.12K Sell
405
-1,516
-79% -$22.3K ﹤0.01% 2138
2024
Q2 		$28.6K Buy
1,921
+51
+3% +$723 ﹤0.01% 1340
2024
Q1 		$26.5K Buy
1,870
+67
+4% +$949 ﹤0.01% 1234
2023
Q4 		$25.1K Buy
1,803
+52
+3% +$695 ﹤0.01% 1141
2023
Q3 		$23.3K Buy
1,751
+49
+3% +$668 ﹤0.01% 1069
2023
Q2 		$23.4K Buy
1,702
+47
+3% +$648 ﹤0.01% 1094
2023
Q1 		$23.1K Buy
1,655
+15
+0.9% +$212 ﹤0.01% 1023
2022
Q4 		$22.1K Hold
1,640
– – ﹤0.01% 1036
2022
Q3 		$22K Hold
1,640
– – 0.01% 871
2022
Q2 		$24K Hold
1,640
– – 0.01% 783
2022
Q1 		$29K Hold
1,640
– – 0.01% 578
2021
Q4 		$33K Buy
+1,640
New +$33.7K 0.01% 506

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

EverSource Wealth Advisors's FTHY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 1.9% in Q2 2026, buying an estimated $14 and bringing the position to 54 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

EverSource Wealth Advisors first reported a position in FTHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $33K in Q4 2021. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • EverSource Wealth Advisors held 54 shares of First Trust High Yield Opportunities 2027 Term Fund worth $745 as of Q2 2026.
  • EverSource Wealth Advisors bought 1 First Trust High Yield Opportunities 2027 Term Fund share in Q2 2026, an estimated $14.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4051 holding.
  • EverSource Wealth Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $33K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.