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

Kovitz Investment Group Partners’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
2025 Q3	–	Sell	-71,971	Closed	-$1.07M	–	1433
2025 Q2	$1.07M	Sell	71,971 -13,555	-16%	-$192K	﹤0.01%	790
2025 Q1	$1.24M	Sell	85,526 -13,721	-14%	-$199K	0.01%	690
2024 Q4	$1.44M	Sell	99,247 -18,209	-16%	-$268K	0.01%	633
2024 Q3	$1.78M	Buy	+117,456	New	+$1.73M	0.01%	508

Other funds holding FTHY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Kovitz Investment Group Partners's FTHY Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2025, closing a stake of 71,971 shares — an estimated $1.07M sold.

Kovitz Investment Group Partners first reported a position in FTHY in Q3 2024 and held it in 4 quarters. The position peaked at $1.78M in Q3 2024. 88 funds tracked by Wall St. Rank hold FTHY as of Q3 2025.

Kovitz Investment Group Partners reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 71,971 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2025, an estimated $1.07M.
Kovitz Investment Group Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.78M in Q3 2024.
88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.