Narwhal Capital Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Narwhal Capital Management’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	–	Sell	-196,865	Closed	-$2.66M	–	165
2026 Q1	$2.66M	Buy	196,865 +41,882	+27%	+$582K	0.2%	79
2025 Q4	$2.18M	Sell	154,983 -67,631	-30%	-$954K	0.16%	79
2025 Q3	$3.23M	Buy	222,614 +13,463	+6%	+$197K	0.24%	70
2025 Q2	$3.11M	Buy	+209,151	New	+$2.97M	0.25%	76
2022 Q4	–	Sell	-13,447	Closed	-$181K	–	165
2022 Q3	$181K	Sell	13,447 -4,192	-24%	-$62.9K	0.03%	143
2022 Q2	$256K	Sell	17,639 -21,570	-55%	-$340K	0.04%	134
2022 Q1	$683K	Buy	39,209 +6,464	+20%	+$120K	0.08%	104
2021 Q4	$662K	Sell	32,745 -9,753	-23%	-$200K	0.08%	105
2021 Q3	$873K	Buy	42,498 +5,164	+14%	+$105K	0.11%	94
2021 Q2	$749K	Buy	37,334 +6,814	+22%	+$136K	0.09%	100
2021 Q1	$606K	Buy	+30,520	New	+$603K	0.08%	106

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

Narwhal Capital Management's FTHY Position: Q2 2026 in Review

Narwhal Capital Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 196,865 shares — an estimated $2.66M sold.

Narwhal Capital Management first reported a position in FTHY in Q1 2021 and held it in 11 quarters. The position peaked at $3.23M in Q3 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Narwhal Capital Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
Narwhal Capital Management sold 196,865 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $2.66M.
Narwhal Capital Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2021 and held it in 11 quarters.
Narwhal Capital Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $3.23M in Q3 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.