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

First Financial Group’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 Q3	$337K	Sell	26,225 -900	-3%	-$12K	0.26%	55
2026 Q2	$372K	Hold	27,125	–	–	0.27%	55
2026 Q1	$367K	Sell	27,125 -630	-2%	-$8.75K	0.3%	51
2025 Q4	$391K	Sell	27,755 -1,000	-3%	-$14.1K	0.33%	49
2025 Q3	$417K	Hold	28,755	–	–	0.36%	45
2025 Q2	$427K	Hold	28,755	–	–	0.42%	39
2025 Q1	$416K	Hold	28,755	–	–	0.47%	35
2024 Q4	$416K	Buy	+28,755	New	+$424K	0.46%	35

Other funds holding FTHY

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

First Financial Group's FTHY Position: Q3 2026 in Review

First Financial Group reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 3.3% in Q3 2026, selling an estimated $12K and leaving 26,225 shares worth $337K. The position accounts for 0.26% of the portfolio, ranked #55.

First Financial Group first reported a position in FTHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $427K in Q2 2025. 29 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

First Financial Group held 26,225 shares of First Trust High Yield Opportunities 2027 Term Fund worth $337K as of Q3 2026.
First Financial Group sold 900 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2026, an estimated $12K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.26% of First Financial Group's portfolio in Q3 2026, its #55 holding.
First Financial Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and has held it in 8 quarters since.
First Financial Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $427K in Q2 2025.
29 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.