Sunbelt Securities’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Sunbelt Securities’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	$48.4K	Buy	3,578 +14	+0.4%	+$194	﹤0.01%	1030
2025 Q4	$50.2K	Buy	3,564 +13	+0.4%	+$183	﹤0.01%	995
2025 Q3	$51.5K	Buy	3,551 +36	+1%	+$527	﹤0.01%	994
2025 Q2	$50.9K	Sell	3,515 -12	-0.3%	-$170	﹤0.01%	927
2025 Q1	$51K	Buy	3,527 +12	+0.3%	+$174	﹤0.01%	899
2024 Q4	$51K	Buy	3,515 +262	+8%	+$3.86K	﹤0.01%	924
2024 Q3	$49.2K	Buy	3,253 +23	+0.7%	+$338	﹤0.01%	948
2024 Q2	$46.3K	Buy	3,230 +23	+0.7%	+$326	﹤0.01%	925
2024 Q1	$46.6K	Buy	3,207 +23	+0.7%	+$326	0.01%	887
2023 Q4	$44.4K	Sell	3,184 -352	-10%	-$4.71K	0.01%	843
2023 Q3	$47.1K	Buy	3,536 +22	+0.6%	+$300	0.01%	819
2023 Q2	$48.2K	Buy	3,514 +2,014	+134%	+$27.7K	0.01%	808
2023 Q1	$20.9K	Buy	+1,500	New	+$21.2K	﹤0.01%	948

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunbelt Securities's FTHY Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 0.39% in Q1 2026, buying an estimated $194 and bringing the position to 3,578 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Sunbelt Securities first reported a position in FTHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $51.5K in Q3 2025. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

Sunbelt Securities held 3,578 shares of First Trust High Yield Opportunities 2027 Term Fund worth $48.4K as of Q1 2026.
Sunbelt Securities bought 14 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $194.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1030 holding.
Sunbelt Securities first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's First Trust High Yield Opportunities 2027 Term Fund position peaked at $51.5K in Q3 2025.
89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.