MFG
FTHY

Magnus Financial Group’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Magnus Financial 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 		$884K Sell
64,489
-4,900
-7% -$66.3K 0.06% 176
2026
Q1 		$939K Sell
69,389
-13,986
-17% -$194K 0.08% 157
2025
Q4 		$1.17M Buy
83,375
+9,878
+13% +$139K 0.09% 152
2025
Q3 		$1.06M Buy
73,497
+21,673
+42% +$317K 0.08% 163
2025
Q2 		$770K Sell
51,824
-1,711
-3% -$24.3K 0.07% 180
2025
Q1 		$774K Buy
53,535
+20,128
+60% +$293K 0.08% 175
2024
Q4 		$484K Buy
33,407
+7,785
+30% +$115K 0.05% 222
2024
Q3 		$387K Buy
+25,622
New +$377K 0.04% 236

Other funds holding FTHY

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return