PCIA
FTHY

Prime Capital Investment Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Prime Capital Investment 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
2025
Q1 		– Sell
-10,062
Closed -$146K – 1083
2024
Q4 		$146K Sell
10,062
-980
-9% -$14.4K ﹤0.01% 877
2024
Q3 		$167K Sell
11,042
-991
-8% -$14.6K ﹤0.01% 869
2024
Q2 		$172K Hold
12,033
– – ﹤0.01% 865
2024
Q1 		$175K Sell
12,033
-4,505
-27% -$63.8K ﹤0.01% 938
2023
Q4 		$230K Sell
16,538
-2,109
-11% -$28.2K ﹤0.01% 832
2023
Q3 		$248K Sell
18,647
-2,760
-13% -$37.6K 0.01% 637
2023
Q2 		$294K Buy
+21,407
New +$295K 0.01% 610
2023
Q1 		– Sell
-25,338
Closed -$342K – 588
2022
Q4 		$342K Buy
+25,338
New +$352K 0.01% 400

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 $255M AUM 20.81% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $71.6B AUM 21.08% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Prime Capital Investment Advisors's FTHY Position: Q1 2025 in Review

Prime Capital Investment Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2025, closing a stake of 10,062 shares — an estimated $146K sold.

Prime Capital Investment Advisors first reported a position in FTHY in Q4 2022 and held it in 8 quarters. The position peaked at $342K in Q4 2022. 87 funds tracked by Wall St. Rank hold FTHY as of Q1 2025.

  • Prime Capital Investment Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,062 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2025, an estimated $146K.
  • Prime Capital Investment Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and held it in 8 quarters.
  • Prime Capital Investment Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $342K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.