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

Stratos Wealth 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	$298K	Sell	21,755 -26	-0.1%	-$352	﹤0.01%	1409
2026 Q1	$295K	Buy	21,781 +8	+0%	+$111	﹤0.01%	1334
2025 Q4	$306K	Sell	21,773 -925	-4%	-$13.1K	﹤0.01%	1281
2025 Q3	$329K	Buy	22,698 +2,919	+15%	+$42.7K	﹤0.01%	1202
2025 Q2	$294K	Buy	19,779 +4,260	+27%	+$60.5K	﹤0.01%	1146
2025 Q1	$224K	Buy	15,519 +724	+5%	+$10.5K	﹤0.01%	1230
2024 Q4	$214K	Buy	+14,795	New	+$218K	﹤0.01%	1322

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

Stratos Wealth Partners's FTHY Position: Q2 2026 in Review

Stratos Wealth Partners reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 0.12% in Q2 2026, selling an estimated $352 and leaving 21,755 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Stratos Wealth Partners first reported a position in FTHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q3 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Stratos Wealth Partners held 21,755 shares of First Trust High Yield Opportunities 2027 Term Fund worth $298K as of Q2 2026.
Stratos Wealth Partners sold 26 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $352.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1409 holding.
Stratos Wealth Partners first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and has held it in 7 quarters since.
Stratos Wealth Partners's First Trust High Yield Opportunities 2027 Term Fund position peaked at $329K in Q3 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.