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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Sell	71,971 -13,555	-16%	-$201K	﹤0.01%	789
2025 Q1	$1.24M	Sell	85,526 -13,721	-14%	-$198K	0.01%	687
2024 Q4	$1.44M	Sell	99,247 -18,209	-16%	-$264K	0.01%	632
2024 Q3	$1.78M	Buy	+117,456	New	+$1.78M	0.01%	506