SP
FTHY

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

Stablepoint 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 		$154K Hold
11,239
– – 0.02% 258
2026
Q1 		$152K Sell
11,239
-370
-3% -$5.14K 0.02% 258
2025
Q4 		$163K Sell
11,609
-142
-1% -$2K 0.03% 241
2025
Q3 		$170K Hold
11,751
– – 0.03% 244
2025
Q2 		$175K Sell
11,751
-1,139
-9% -$16.2K 0.03% 245
2025
Q1 		$186K Hold
12,890
– – 0.03% 238
2024
Q4 		$187K Sell
12,890
-13,650
-51% -$201K 0.03% 235
2024
Q3 		$401K Sell
26,540
-275
-1% -$4.04K 0.07% 193
2024
Q2 		$396K Sell
26,815
-2,784
-9% -$39.4K 0.08% 196
2024
Q1 		$430K Buy
29,599
+5,234
+21% +$74.2K 0.09% 186
2023
Q4 		$339K Buy
+24,365
New +$326K 0.09% 190

Other funds holding FTHY

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Stablepoint Partners's FTHY Position: Q2 2026 in Review

Stablepoint Partners held its First Trust High Yield Opportunities 2027 Term Fund (FTHY) position steady in Q2 2026 at 11,239 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #258.

Stablepoint Partners first reported a position in FTHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $430K in Q1 2024. 11 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Stablepoint Partners held 11,239 shares of First Trust High Yield Opportunities 2027 Term Fund worth $154K as of Q2 2026.
  • Stablepoint Partners left its First Trust High Yield Opportunities 2027 Term Fund share count unchanged in Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund made up 0.02% of Stablepoint Partners's portfolio in Q2 2026, its #258 holding.
  • Stablepoint Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $430K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.