Fidelity Investments’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$14	–	5443
2024 Q4	$14	Hold	1	–	–	﹤0.01%	5412
2024 Q3	$15	Sell	1 -2	-67%	-$29	﹤0.01%	5390
2024 Q2	$43	Buy	+3	New	+$43	﹤0.01%	5077
2023 Q4	–	Sell	-1	Closed	-$13	–	5511
2023 Q3	$13	Buy	+1	New	+$14	﹤0.01%	5148
2021 Q2	–	Sell	-1	Closed	–	–	4470
2021 Q1	$0	Buy	+1	New	+$20	﹤0.01%	4174

Other funds holding FTHY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Fidelity Investments's FTHY Position: Q1 2025 in Review

Fidelity Investments sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2025, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in FTHY in Q1 2021 and held it in 5 quarters. The position peaked at $43 in Q2 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q1 2025.

Fidelity Investments reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 First Trust High Yield Opportunities 2027 Term Fund share in Q1 2025, an estimated $14.
Fidelity Investments first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2021 and held it in 5 quarters.
Fidelity Investments's First Trust High Yield Opportunities 2027 Term Fund position peaked at $43 in Q2 2024.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.