GSEP
FTHY

Golden State Equity Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Golden State Equity Partners’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
-2,386
Closed -$32.3K – 858
2026
Q1 		$32.3K Buy
+2,386
New +$33.1K ﹤0.01% 970

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Golden State Equity Partners's FTHY Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 2,386 shares — an estimated $32.3K sold.

Golden State Equity Partners first reported a position in FTHY in Q1 2026 and held it in 1 quarter. The position peaked at $32.3K in Q1 2026. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Golden State Equity Partners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,386 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $32.3K.
  • Golden State Equity Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $32.3K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.