Flagship Harbor Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-77	Closed	-$1.1K	–	1259
2025 Q4	$1.1K	Buy	+77	New	+$1.09K	﹤0.01%	1927

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Harbor Advisors's FTHY Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2026, closing a stake of 77 shares — an estimated $1.1K sold.

Flagship Harbor Advisors first reported a position in FTHY in Q4 2025 and held it in 1 quarter. The position peaked at $1.1K in Q4 2025. 90 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

Flagship Harbor Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 77 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $1.1K.
Flagship Harbor Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and held it in 1 quarter.
Flagship Harbor Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.1K in Q4 2025.
90 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.