SS
FTHY

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
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 $528B 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 $376B AUM 19.32% 1-Year Est. Return