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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return