Noble Wealth Management PBC’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Noble Wealth Management PBC’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 Q3	–	Sell	-69,290	Closed	-$949K	–	821
2026 Q2	$949K	Sell	69,290 -4,650	-6%	-$62.9K	0.42%	65
2026 Q1	$1M	Sell	73,940 -34,514	-32%	-$479K	0.5%	54
2025 Q4	$1.53M	Buy	108,454 +89,659	+477%	+$1.27M	0.77%	43
2025 Q3	$272K	Buy	+18,795	New	+$275K	0.15%	120
2025 Q1	$11.6K	Buy	+800	New	+$11.6K	0.01%	357

Other funds holding FTHY

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC's FTHY Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2026, closing a stake of 69,290 shares — an estimated $949K sold.

Noble Wealth Management PBC first reported a position in FTHY in Q1 2025 and held it in 5 quarters. The position peaked at $1.53M in Q4 2025. 5 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

Noble Wealth Management PBC reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2026 after selling out during the quarter.
Noble Wealth Management PBC sold 69,290 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2026, an estimated $949K.
Noble Wealth Management PBC first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and held it in 5 quarters.
Noble Wealth Management PBC's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.53M in Q4 2025.
5 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.