NewEdge Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

NewEdge Advisors’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	-291,934	Closed	-$3.95M	–	4266
2026 Q1	$3.95M	Sell	291,934 -25,851	-8%	-$359K	0.01%	789
2025 Q4	$4.47M	Sell	317,785 -15,051	-5%	-$212K	0.02%	706
2025 Q3	$4.82M	Buy	332,836 +71,881	+28%	+$1.05M	0.02%	644
2025 Q2	$3.88M	Sell	260,955 -76,424	-23%	-$1.08M	0.02%	664
2025 Q1	$4.88M	Buy	337,379 +3,982	+1%	+$57.9K	0.03%	514
2024 Q4	$4.83M	Buy	333,397 +20,785	+7%	+$306K	0.03%	509
2024 Q3	$4.73M	Buy	312,612 +265,313	+561%	+$3.9M	0.03%	492
2024 Q2	$677K	Buy	+47,299	New	+$670K	﹤0.01%	1249
2023 Q1	–	Sell	-6,250	Closed	-$84.3K	–	3691
2022 Q4	$84.3K	Buy	+6,250	New	+$86.7K	﹤0.01%	1510

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

NewEdge Advisors's FTHY Position: Q2 2026 in Review

NewEdge Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 291,934 shares — an estimated $3.95M sold.

NewEdge Advisors first reported a position in FTHY in Q4 2022 and held it in 9 quarters. The position peaked at $4.88M in Q1 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

NewEdge Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 291,934 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $3.95M.
NewEdge Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and held it in 9 quarters.
NewEdge Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $4.88M in Q1 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.