Sit Investment Associates’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
Other funds holding FTHY
KIG
RCM
PAIM
PCM
COLIM
DADC
Sit Investment Associates's FTHY Position: Q1 2026 in Review
Sit Investment Associates increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 15% in Q1 2026, buying an estimated $5.03M and bringing the position to 2,782,412 shares worth $37.6M. The position accounts for 0.76% of the portfolio, ranked #28.
Sit Investment Associates first reported a position in FTHY in Q4 2022 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.
- Sit Investment Associates held 2,782,412 shares of First Trust High Yield Opportunities 2027 Term Fund worth $37.6M as of Q1 2026.
- Sit Investment Associates bought 362,441 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $5.03M.
- First Trust High Yield Opportunities 2027 Term Fund made up 0.76% of Sit Investment Associates's portfolio in Q1 2026, its #28 holding.
- Sit Investment Associates first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2022 and has held it in 14 quarters since.
- 89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.
Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.