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

Fortitude Advisory 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	–	Sell	-21,341	Closed	-$289K	–	242
2026 Q1	$289K	Hold	21,341	–	–	0.13%	156
2025 Q4	$300K	Hold	21,341	–	–	0.13%	139
2025 Q3	$309K	Hold	21,341	–	–	0.17%	133
2025 Q2	$317K	Hold	21,341	–	–	0.18%	123
2025 Q1	$293K	Buy	21,341 +4,612	+28%	+$67K	0.21%	115
2024 Q4	$242K	Hold	16,729	–	–	0.15%	150
2024 Q3	$253K	Hold	16,729	–	–	0.16%	150
2024 Q2	$240K	Hold	16,729	–	–	0.14%	152
2024 Q1	$243K	Hold	16,729	–	–	0.14%	161
2023 Q4	$233K	Hold	16,729	–	–	0.14%	170
2023 Q3	$223K	Hold	16,729	–	–	0.15%	158
2023 Q2	$230K	Hold	16,729	–	–	0.17%	162
2023 Q1	$234K	Hold	16,729	–	–	0.18%	159
2022 Q4	$226K	Buy	+16,729	New	+$232K	0.19%	168
2022 Q2	–	Sell	-9,900	Closed	-$172K	–	595
2022 Q1	$172K	Hold	9,900	–	–	0.09%	227
2021 Q4	$200K	Buy	+9,900	New	+$204K	0.1%	200

Other funds holding FTHY

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WCM

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

IFG

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

NWMP

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

MFG

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

Fortitude Advisory Group's FTHY Position: Q2 2026 in Review

Fortitude Advisory Group sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 21,341 shares — an estimated $289K sold.

Fortitude Advisory Group first reported a position in FTHY in Q4 2021 and held it in 16 quarters. The position peaked at $317K in Q2 2025. 24 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Fortitude Advisory Group reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
Fortitude Advisory Group sold 21,341 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $289K.
Fortitude Advisory Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2021 and held it in 16 quarters.
Fortitude Advisory Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $317K in Q2 2025.
24 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.