Stifel Financial
FTHY

Stifel Financial’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Stifel Financial’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
Q1 		$1M Buy
74,238
+215
+0.3% +$2.99K ﹤0.01% 2455
2025
Q4 		$1.04M Sell
74,023
-2,192
-3% -$30.9K ﹤0.01% 2419
2025
Q3 		$1.1M Sell
76,215
-6,107
-7% -$89.4K ﹤0.01% 2341
2025
Q2 		$1.22M Sell
82,322
-12,431
-13% -$176K ﹤0.01% 2196
2025
Q1 		$1.37M Sell
94,753
-266,606
-74% -$3.88M ﹤0.01% 2020
2024
Q4 		$5.23M Buy
361,359
+12,203
+3% +$180K 0.01% 1186
2024
Q3 		$5.28M Buy
349,156
+228,860
+190% +$3.37M 0.01% 1175
2024
Q2 		$1.72M Buy
120,296
+94,489
+366% +$1.34M ﹤0.01% 1825
2024
Q1 		$375K Buy
25,807
+2,781
+12% +$39.4K ﹤0.01% 2772
2023
Q4 		$321K Buy
23,026
+2,411
+12% +$32.2K ﹤0.01% 2810
2023
Q3 		$275K Buy
20,615
+1,144
+6% +$15.6K ﹤0.01% 2836
2023
Q2 		$267K Sell
19,471
-1,305
-6% -$18K ﹤0.01% 2892
2023
Q1 		$290K Buy
20,776
+2,011
+11% +$28.4K ﹤0.01% 2838
2022
Q4 		$253K Sell
18,765
-3,764
-17% -$52.2K ﹤0.01% 2863
2022
Q3 		$303K Sell
22,529
-350
-2% -$5.25K ﹤0.01% 2714
2022
Q2 		$333K Buy
22,879
+3,019
+15% +$47.6K ﹤0.01% 2690
2022
Q1 		$345K Buy
19,860
+7,871
+66% +$146K ﹤0.01% 2793
2021
Q4 		$242K Buy
+11,989
New +$246K ﹤0.01% 3044
2021
Q3 		– Sell
-18,388
Closed -$369K – 3356
2021
Q2 		$369K Buy
+18,388
New +$367K ﹤0.01% 2759

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return