SPIA
FTHY

Steward Partners Investment Advisory’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-2,750
Closed -$39.8K – 4372
2025
Q3 		$39.8K Hold
2,750
– – ﹤0.01% 2718
2025
Q2 		$40.8K Hold
2,750
– – ﹤0.01% 2579
2025
Q1 		$39.7K Buy
+2,750
New +$40K ﹤0.01% 2498

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

Steward Partners Investment Advisory's FTHY Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q4 2025, closing a stake of 2,750 shares — an estimated $39.8K sold.

Steward Partners Investment Advisory first reported a position in FTHY in Q1 2025 and held it in 3 quarters. The position peaked at $40.8K in Q2 2025. 95 funds tracked by Wall St. Rank hold FTHY as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,750 First Trust High Yield Opportunities 2027 Term Fund shares in Q4 2025, an estimated $39.8K.
  • Steward Partners Investment Advisory first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and held it in 3 quarters.
  • Steward Partners Investment Advisory's First Trust High Yield Opportunities 2027 Term Fund position peaked at $40.8K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.