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

Huntleigh 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 Q2	$260K	Sell	18,950 -11,853	-38%	-$160K	0.04%	259
2026 Q1	$417K	Sell	30,803 -3,027	-9%	-$42K	0.07%	192
2025 Q4	$476K	Sell	33,830 -248,345	-88%	-$3.5M	0.08%	170
2025 Q3	$4.09M	Sell	282,175 -323,652	-53%	-$4.74M	0.7%	35
2025 Q2	$9M	Sell	605,827 -893,927	-60%	-$12.7M	1.74%	8
2025 Q1	$21.7M	Buy	1,499,754 +959,281	+177%	+$13.9M	3.62%	4
2024 Q4	$7.83M	Buy	+540,473	New	+$7.96M	1.69%	10

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

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

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Huntleigh Advisors's FTHY Position: Q2 2026 in Review

Huntleigh Advisors reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 38% in Q2 2026, selling an estimated $160K and leaving 18,950 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #259.

Huntleigh Advisors first reported a position in FTHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.7M in Q1 2025. 88 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Huntleigh Advisors held 18,950 shares of First Trust High Yield Opportunities 2027 Term Fund worth $260K as of Q2 2026.
Huntleigh Advisors sold 11,853 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $160K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.04% of Huntleigh Advisors's portfolio in Q2 2026, its #259 holding.
Huntleigh Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $21.7M in Q1 2025.
88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.