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

Partners 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 Q3	$470K	Buy	+36,600	New	+$489K	0.05%	293

Other funds holding FTHY

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Partners Wealth Management's FTHY Position: Q3 2026 in Review

Partners Wealth Management opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2026: 36,600 shares worth $470K. The stake represents 0.05% of the portfolio and ranks #293 among its holdings.

26 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

Partners Wealth Management held 36,600 shares of First Trust High Yield Opportunities 2027 Term Fund worth $470K as of Q3 2026.
First Trust High Yield Opportunities 2027 Term Fund was a new Partners Wealth Management position in Q3 2026.
First Trust High Yield Opportunities 2027 Term Fund made up 0.05% of Partners Wealth Management's portfolio in Q3 2026, its #293 holding.
26 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.