Merit Financial Group
FTHY icon

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

Merit 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
Q1 		– Sell
-15,666
Closed -$220K – 2147
2025
Q4 		$220K Buy
+15,666
New +$221K ﹤0.01% 1765

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KIG
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RCM
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Merit Financial Group's FTHY Position: Q1 2026 in Review

Merit Financial Group sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2026, closing a stake of 15,666 shares — an estimated $220K sold.

Merit Financial Group first reported a position in FTHY in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 90 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

  • Merit Financial Group reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 15,666 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $220K.
  • Merit Financial Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and held it in 1 quarter.
  • Merit Financial Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $220K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.