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

Northwestern Mutual Wealth 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	$14.7K	Hold	1,073	–	–	﹤0.01%	2992
2026 Q1	$14.5K	Hold	1,073	–	–	﹤0.01%	2929
2025 Q4	$15.1K	Hold	1,073	–	–	﹤0.01%	2857
2025 Q3	$15.5K	Sell	1,073 -5,000	-82%	-$73.2K	﹤0.01%	2761
2025 Q2	$90.2K	Buy	6,073 +5,000	+466%	+$71K	﹤0.01%	2031
2025 Q1	$15.5K	Sell	1,073 -1,000	-48%	-$14.5K	﹤0.01%	2597
2024 Q4	$30K	Hold	2,073	–	–	﹤0.01%	2369
2024 Q3	$31.3K	Hold	2,073	–	–	﹤0.01%	2320
2024 Q2	$29.7K	Hold	2,073	–	–	﹤0.01%	2273
2024 Q1	$30.1K	Hold	2,073	–	–	﹤0.01%	2282
2023 Q4	$28.9K	Hold	2,073	–	–	﹤0.01%	2278
2023 Q3	$27.6K	Hold	2,073	–	–	﹤0.01%	2200
2023 Q2	$28.4K	Sell	2,073 -24	-1%	-$331	﹤0.01%	2187
2023 Q1	$29.3K	Buy	2,097 +1,024	+95%	+$14.5K	﹤0.01%	2133
2022 Q4	$14.5K	Sell	1,073 -579	-35%	-$8.04K	﹤0.01%	2366
2022 Q3	$22K	Buy	1,652 +579	+54%	+$8.69K	﹤0.01%	2177
2022 Q2	$16K	Hold	1,073	–	–	﹤0.01%	2346
2022 Q1	$19K	Hold	1,073	–	–	﹤0.01%	2327
2021 Q4	$22K	Hold	1,073	–	–	﹤0.01%	2282
2021 Q3	$22K	Buy	+1,073	New	+$21.9K	﹤0.01%	2183

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

OIM

Oder Investment Management Woodland Hills, California $149M AUM 20.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's FTHY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its First Trust High Yield Opportunities 2027 Term Fund (FTHY) position steady in Q2 2026 at 1,073 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Northwestern Mutual Wealth Management first reported a position in FTHY in Q3 2021 and has held it in 20 quarters since. The position peaked at $90.2K in Q2 2025. 72 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Northwestern Mutual Wealth Management held 1,073 shares of First Trust High Yield Opportunities 2027 Term Fund worth $14.7K as of Q2 2026.
Northwestern Mutual Wealth Management left its First Trust High Yield Opportunities 2027 Term Fund share count unchanged in Q2 2026.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2992 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2021 and has held it in 20 quarters since.
Northwestern Mutual Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $90.2K in Q2 2025.
72 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.