Jeff Yass’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Jeff Yass’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	–	Sell	-11,539	Closed	-$162K	–	13473
2025 Q4	$162K	Buy	+11,539	New	+$163K	﹤0.01%	11097
2025 Q2	–	Sell	-10,272	Closed	-$148K	–	12992
2025 Q1	$148K	Sell	10,272 -3,419	-25%	-$49.7K	﹤0.01%	11240
2024 Q4	$198K	Buy	+13,691	New	+$202K	﹤0.01%	10735
2023 Q1	–	Sell	-14,115	Closed	-$190K	–	12871
2022 Q4	$190K	Buy	+14,115	New	+$196K	﹤0.01%	10203

Other funds holding FTHY

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 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

PCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's FTHY Position: Q1 2026 in Review

Jeff Yass sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2026, closing a stake of 11,539 shares — an estimated $162K sold.

Jeff Yass first reported a position in FTHY in Q4 2022 and held it in 4 quarters. The position peaked at $198K in Q4 2024. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

Jeff Yass reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 11,539 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $162K.
Jeff Yass first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and held it in 4 quarters.
Jeff Yass's First Trust High Yield Opportunities 2027 Term Fund position peaked at $198K in Q4 2024.
89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.