EPGL
FTHY

Evelyn Partners Group Ltd’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Evelyn Partners Group Ltd’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 		$17.1K Buy
+1,250
New +$16.9K ﹤0.01% 450

Other funds holding FTHY

KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Evelyn Partners Group Ltd's FTHY Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q2 2026: 1,250 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

49 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

  • Evelyn Partners Group Ltd held 1,250 shares of First Trust High Yield Opportunities 2027 Term Fund worth $17.1K as of Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
  • First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #450 holding.
  • 49 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.