Financial Perspectives’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-1,360	Closed	-$19.7K	–	727
2025 Q3	$19.7K	Hold	1,360	–	–	0.01%	429
2025 Q2	$20.2K	Hold	1,360	–	–	0.01%	415
2025 Q1	$19.7K	Hold	1,360	–	–	0.01%	416
2024 Q4	$19.7K	Buy	+1,360	New	+$20K	0.01%	408

Other funds holding FTHY

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Perspectives's FTHY Position: Q4 2025 in Review

Financial Perspectives sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2025, closing a stake of 1,360 shares — an estimated $19.7K sold.

Financial Perspectives first reported a position in FTHY in Q4 2024 and held it in 4 quarters. The position peaked at $20.2K in Q2 2025. 96 funds tracked by Wall St. Rank hold FTHY as of Q4 2025.

Financial Perspectives reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
Financial Perspectives sold 1,360 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2025, an estimated $19.7K.
Financial Perspectives first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and held it in 4 quarters.
Financial Perspectives's First Trust High Yield Opportunities 2027 Term Fund position peaked at $20.2K in Q2 2025.
96 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.