Wealth Enhancement Advisory Services
FTHY

Wealth Enhancement Advisory Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-15,297
Closed -$222K – 3032
2024
Q4 		$222K Buy
+15,297
New +$225K ﹤0.01% 2622

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
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTHY Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2025, closing a stake of 15,297 shares — an estimated $222K sold.

Wealth Enhancement Advisory Services first reported a position in FTHY in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,297 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2025, an estimated $222K.
  • Wealth Enhancement Advisory Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $222K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.