PMFA
FTHY

Plante Moran Financial Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-1,060
Closed -$14.9K – 782
2025
Q4 		$14.9K Buy
+1,060
New +$15K ﹤0.01% 503

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $2B AUM 0.79% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's FTHY Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2026, closing a stake of 1,060 shares — an estimated $14.9K sold.

Plante Moran Financial Advisors first reported a position in FTHY in Q4 2025 and held it in 1 quarter. The position peaked at $14.9K in Q4 2025. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,060 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $14.9K.
  • Plante Moran Financial Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $14.9K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.