IA
FTHY

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

Insight 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 		$659K Sell
48,135
-131
-0.3% -$1.77K 0.12% 114
2026
Q1 		$653K Sell
48,266
-7,094
-13% -$98.5K 0.12% 113
2025
Q4 		$779K Sell
55,360
-7,597
-12% -$107K 0.12% 112
2025
Q3 		$912K Buy
62,957
+132
+0.2% +$1.93K 0.14% 101
2025
Q2 		$933K Buy
62,825
+3,577
+6% +$50.8K 0.15% 96
2025
Q1 		$856K Buy
59,248
+21,473
+57% +$312K 0.15% 94
2024
Q4 		$548K Buy
37,775
+277
+0.7% +$4.08K 0.09% 149
2024
Q3 		$567K Buy
37,498
+239
+0.6% +$3.52K 0.1% 145
2024
Q2 		$534K Buy
37,259
+227
+0.6% +$3.22K 0.1% 147
2024
Q1 		$538K Buy
37,032
+4,075
+12% +$57.7K 0.1% 148
2023
Q4 		$459K Buy
32,957
+596
+2% +$7.97K 0.1% 154
2023
Q3 		$431K Sell
32,361
-1,540
-5% -$21K 0.1% 156
2023
Q2 		$465K Buy
33,901
+112
+0.3% +$1.54K 0.1% 149
2023
Q1 		$472K Buy
33,789
+17,964
+114% +$254K 0.11% 161
2022
Q4 		$214K Buy
+15,825
New +$220K 0.08% 293

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

Insight Advisors's FTHY Position: Q2 2026 in Review

Insight Advisors reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 0.27% in Q2 2026, selling an estimated $1.77K and leaving 48,135 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #114.

Insight Advisors first reported a position in FTHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $933K in Q2 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Insight Advisors held 48,135 shares of First Trust High Yield Opportunities 2027 Term Fund worth $659K as of Q2 2026.
  • Insight Advisors sold 131 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $1.77K.
  • First Trust High Yield Opportunities 2027 Term Fund made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #114 holding.
  • Insight Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and has held it in 15 quarters since.
  • Insight Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $933K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.