FGAM
FTHY

Financial Gravity Asset Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Financial Gravity Asset Management’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 		$10.5K Sell
776
-453
-37% -$6.29K ﹤0.01% 560
2025
Q4 		$17.3K Sell
1,229
-17,134
-93% -$242K ﹤0.01% 397
2025
Q3 		$266K Buy
+18,363
New +$269K 0.05% 126

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Asset Management's FTHY Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 37% in Q1 2026, selling an estimated $6.29K and leaving 776 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Financial Gravity Asset Management first reported a position in FTHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q3 2025. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

  • Financial Gravity Asset Management held 776 shares of First Trust High Yield Opportunities 2027 Term Fund worth $10.5K as of Q1 2026.
  • Financial Gravity Asset Management sold 453 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $6.29K.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #560 holding.
  • Financial Gravity Asset Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $266K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.