PWPS
FTHY

Pinnacle Wealth Planning Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.5K Hold
1,057
– – ﹤0.01% 1919
2026
Q1 		$14.3K Sell
1,057
-481
-31% -$6.68K ﹤0.01% 1857
2025
Q4 		$21.6K Buy
+1,538
New +$21.7K ﹤0.01% 1679

Other funds holding FTHY

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
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
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

Pinnacle Wealth Planning Services's FTHY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its First Trust High Yield Opportunities 2027 Term Fund (FTHY) position steady in Q2 2026 at 1,057 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Pinnacle Wealth Planning Services first reported a position in FTHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,057 shares of First Trust High Yield Opportunities 2027 Term Fund worth $14.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1919 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $21.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.