Shaker Financial Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Shaker Financial 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	–	Sell	-13,793	Closed	-$187K	–	158
2026 Q1	$187K	Sell	13,793 -123,335	-90%	-$1.71M	0.07%	143
2025 Q4	$1.93M	Buy	137,128 +25,778	+23%	+$364K	0.61%	65
2025 Q3	$1.61M	Buy	111,350 +18,307	+20%	+$268K	0.55%	64
2025 Q2	$1.38M	Sell	93,043 -26,765	-22%	-$380K	0.5%	65
2025 Q1	$1.73M	Buy	119,808 +70,421	+143%	+$1.02M	0.67%	51
2024 Q4	$715K	Buy	49,387 +34,887	+241%	+$514K	0.27%	107
2024 Q3	$219K	Sell	14,500 -38,669	-73%	-$569K	0.08%	147
2024 Q2	$761K	Buy	53,169 +6,958	+15%	+$98.6K	0.31%	91
2024 Q1	$672K	Sell	46,211 -42,933	-48%	-$608K	0.26%	95
2023 Q4	$1.24M	Buy	89,144 +33,737	+61%	+$451K	0.51%	68
2023 Q3	$738K	Buy	55,407 +6,572	+13%	+$89.6K	0.34%	88
2023 Q2	$670K	Sell	48,835 -102,501	-68%	-$1.41M	0.29%	95
2023 Q1	$2.11M	Buy	151,336 +119,143	+370%	+$1.68M	0.92%	37
2022 Q4	$438K	Buy	32,193 +6,805	+27%	+$94.4K	0.21%	107
2022 Q3	$342K	Buy	25,388 +6,209	+32%	+$93.2K	0.17%	111
2022 Q2	$279K	Sell	19,179 -837	-4%	-$13.2K	0.14%	105
2022 Q1	$348K	Buy	+20,016	New	+$371K	0.13%	121

Other funds holding FTHY

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

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 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

Shaker Financial Services's FTHY Position: Q2 2026 in Review

Shaker Financial Services sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026, closing a stake of 13,793 shares — an estimated $187K sold.

Shaker Financial Services first reported a position in FTHY in Q1 2022 and held it in 17 quarters. The position peaked at $2.11M in Q1 2023. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Shaker Financial Services reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
Shaker Financial Services sold 13,793 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $187K.
Shaker Financial Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 17 quarters.
Shaker Financial Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.11M in Q1 2023.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.