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 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

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return