Signature Equity Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Signature Equity Partners’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	$437K	Buy	31,917 +862	+3%	+$11.7K	0.2%	103
2026 Q1	$420K	Buy	31,055 +823	+3%	+$11.4K	0.23%	98
2025 Q4	$425K	Buy	+30,232	New	+$427K	0.24%	97

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

Signature Equity Partners's FTHY Position: Q2 2026 in Review

Signature Equity Partners increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 2.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 31,917 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #103.

Signature Equity Partners first reported a position in FTHY in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Signature Equity Partners held 31,917 shares of First Trust High Yield Opportunities 2027 Term Fund worth $437K as of Q2 2026.
Signature Equity Partners bought 862 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $11.7K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.2% of Signature Equity Partners's portfolio in Q2 2026, its #103 holding.
Signature Equity Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.