Rise Advisors’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Rise 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 Q4	–	Sell	-1,394	Closed	-$20.2K	–	611
2025 Q3	$20.2K	Buy	1,394 +35	+3%	+$513	0.01%	571
2025 Q2	$20.2K	Buy	1,359 +35	+3%	+$497	0.01%	534
2025 Q1	$19.1K	Buy	1,324 +33	+3%	+$480	0.01%	519
2024 Q4	$18.7K	Buy	1,291 +33	+3%	+$486	0.01%	705
2024 Q3	$19K	Buy	1,258 +33	+3%	+$485	0.01%	720
2024 Q2	$17.5K	Buy	1,225 +33	+3%	+$468	0.01%	714
2024 Q1	$17.3K	Buy	1,192 +32	+3%	+$453	0.01%	746
2023 Q4	$16.2K	Buy	1,160 +33	+3%	+$441	0.01%	269
2023 Q3	$15K	Buy	1,127 +31	+3%	+$423	0.01%	262
2023 Q2	$15K	Buy	1,096 +31	+3%	+$427	0.01%	280
2023 Q1	$14.9K	Buy	1,065 +28	+3%	+$396	0.01%	299
2022 Q4	$14K	Buy	1,037 +28	+3%	+$389	0.01%	296
2022 Q3	$14K	Buy	+1,009	New	+$15.1K	0.01%	289

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

Rise Advisors's FTHY Position: Q4 2025 in Review

Rise Advisors sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2025, closing a stake of 1,394 shares — an estimated $20.2K sold.

Rise Advisors first reported a position in FTHY in Q3 2022 and held it in 13 quarters. The position peaked at $20.2K in Q3 2025. 96 funds tracked by Wall St. Rank hold FTHY as of Q4 2025.

Rise Advisors reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,394 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2025, an estimated $20.2K.
Rise Advisors first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q3 2022 and held it in 13 quarters.
Rise Advisors's First Trust High Yield Opportunities 2027 Term Fund position peaked at $20.2K in Q3 2025.
96 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.