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
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 $1.66T 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 $528B 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 $376B AUM 19.32% 1-Year Est. Return