RA
FTHY

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
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
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 $71.6B AUM 21.08% 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 $1.38B AUM 42.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return