KIG
FTHY

Kennedy Investment Group’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Kennedy Investment Group’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 		$16.1M Buy
1,173,970
+1,332
+0.1% +$18K 5.46% 3
2026
Q1 		$15.9M Sell
1,172,638
-6,947
-0.6% -$96.5K 6.21% 3
2025
Q4 		$16.6M Buy
1,179,585
+11,500
+1% +$162K 6.26% 3
2025
Q3 		$16.9M Buy
1,168,085
+12,452
+1% +$182K 6.73% 3
2025
Q2 		$17.2M Buy
1,155,633
+2,687
+0.2% +$38.1K 7.29% 1
2025
Q1 		$16.7M Sell
1,152,946
-17,025
-1% -$247K 7.73% 1
2024
Q4 		$16.9M Sell
1,169,971
-26,098
-2% -$384K 7.67% 2
2024
Q3 		$18.1M Sell
1,196,069
-10,568
-0.9% -$155K 8.32% 1
2024
Q2 		$17.3M Buy
1,206,637
+15,750
+1% +$223K 8.75% 1
2024
Q1 		$17.3M Buy
1,190,887
+62,300
+6% +$883K 9.24% 1
2023
Q4 		$15.7M Buy
1,128,587
+56,715
+5% +$758K 8.78% 1
2023
Q3 		$14.3M Buy
1,071,872
+47,283
+5% +$645K 8.59% 1
2023
Q2 		$14.1M Buy
1,024,589
+104,123
+11% +$1.43M 8.23% 1
2023
Q1 		$12.8M Buy
920,466
+79,970
+10% +$1.13M 7.86% 1
2022
Q4 		$11.3M Buy
+840,496
New +$11.7M 7.21% 1

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

Kennedy Investment Group's FTHY Position: Q2 2026 in Review

Kennedy Investment Group increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 0.11% in Q2 2026, buying an estimated $18K and bringing the position to 1,173,970 shares worth $16.1M. The position accounts for 5.46% of the portfolio, ranked #3.

Kennedy Investment Group first reported a position in FTHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1M in Q3 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Kennedy Investment Group held 1,173,970 shares of First Trust High Yield Opportunities 2027 Term Fund worth $16.1M as of Q2 2026.
  • Kennedy Investment Group bought 1,332 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $18K.
  • First Trust High Yield Opportunities 2027 Term Fund made up 5.46% of Kennedy Investment Group's portfolio in Q2 2026, its #3 holding.
  • Kennedy Investment Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $18.1M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.