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	0.07%	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

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

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 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

Magnus Financial Group's FTHY Position: Q2 2026 in Review

Magnus Financial Group reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 7.1% in Q2 2026, selling an estimated $66.3K and leaving 64,489 shares worth $884K. The position accounts for 0.06% of the portfolio, ranked #176.

Magnus Financial Group first reported a position in FTHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Magnus Financial Group held 64,489 shares of First Trust High Yield Opportunities 2027 Term Fund worth $884K as of Q2 2026.
Magnus Financial Group sold 4,900 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $66.3K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #176 holding.
Magnus Financial Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2024 and has held it in 8 quarters since.
Magnus Financial Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.17M in Q4 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.