Future Financial Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Future Financial Wealth Management’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	-9,400	Closed	-$136K	–	225
2025 Q3	$136K	Hold	9,400	–	–	0.09%	149
2025 Q2	$140K	Hold	9,400	–	–	0.1%	140
2025 Q1	$136K	Hold	9,400	–	–	0.1%	135
2024 Q4	$136K	Hold	9,400	–	–	0.1%	133
2024 Q3	$142K	Sell	9,400 -700	-7%	-$10.3K	0.1%	137
2024 Q2	$145K	Sell	10,100 -1,700	-14%	-$24.1K	0.13%	113
2024 Q1	$172K	Buy	+11,800	New	+$167K	0.13%	128

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

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

Future Financial Wealth Management's FTHY Position: Q4 2025 in Review

Future Financial Wealth Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2025, closing a stake of 9,400 shares — an estimated $136K sold.

Future Financial Wealth Management first reported a position in FTHY in Q1 2024 and held it in 7 quarters. The position peaked at $172K in Q1 2024. 96 funds tracked by Wall St. Rank hold FTHY as of Q4 2025.

Future Financial Wealth Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 9,400 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2025, an estimated $136K.
Future Financial Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2024 and held it in 7 quarters.
Future Financial Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $172K in Q1 2024.
96 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.