SSIM
FTHY

Sheets Smith Investment Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Sheets Smith Investment Management’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
Q3 		$399K Buy
+27,515
New +$403K 0.26% 92

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Sheets Smith Investment Management's FTHY Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2025: 27,515 shares worth $399K. The stake represents 0.26% of the portfolio and ranks #92 among its holdings.

88 funds tracked by Wall St. Rank hold FTHY as of Q3 2025.

  • Sheets Smith Investment Management held 27,515 shares of First Trust High Yield Opportunities 2027 Term Fund worth $399K as of Q3 2025.
  • First Trust High Yield Opportunities 2027 Term Fund was a new Sheets Smith Investment Management position in Q3 2025.
  • First Trust High Yield Opportunities 2027 Term Fund made up 0.26% of Sheets Smith Investment Management's portfolio in Q3 2025, its #92 holding.
  • 88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.