WS
FTHY

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

Wedbush 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 		$1.55M Sell
114,510
-13,911
-11% -$193K 0.05% 327
2025
Q4 		$1.81M Buy
128,421
+2,969
+2% +$41.9K 0.05% 283
2025
Q3 		$1.82M Sell
125,452
-1,532
-1% -$22.4K 0.06% 257
2025
Q2 		$1.89M Buy
126,984
+3,939
+3% +$55.9K 0.07% 228
2025
Q1 		$1.78M Buy
123,045
+19,766
+19% +$287K 0.07% 228
2024
Q4 		$1.5M Buy
103,279
+2,648
+3% +$39K 0.05% 263
2024
Q3 		$1.52M Buy
100,631
+550
+0.5% +$8.09K 0.06% 251
2024
Q2 		$1.43M Buy
100,081
+24,326
+32% +$345K 0.05% 273
2024
Q1 		$1.1M Sell
75,755
-4,886
-6% -$69.2K 0.04% 355
2023
Q4 		$1.12M Buy
80,641
+24,990
+45% +$334K 0.05% 304
2023
Q3 		$741K Buy
55,651
+741
+1% +$10.1K 0.04% 389
2023
Q2 		$753K Buy
54,910
+5,250
+11% +$72.3K 0.04% 397
2023
Q1 		$693K Buy
49,660
+6,060
+14% +$85.7K 0.03% 430
2022
Q4 		$588K Sell
43,600
-592
-1% -$8.21K 0.03% 465
2022
Q3 		$595K Buy
44,192
+9,115
+26% +$137K 0.03% 455
2022
Q2 		$510K Buy
35,077
+4,065
+13% +$64.1K 0.03% 526
2022
Q1 		$540K Sell
31,012
-29,318
-49% -$543K 0.02% 548
2021
Q4 		$1.22M Buy
60,330
+16,392
+37% +$337K 0.05% 307
2021
Q3 		$903K Buy
43,938
+7,670
+21% +$156K 0.04% 388
2021
Q2 		$727K Sell
36,268
-3,817
-10% -$76.1K 0.03% 470
2021
Q1 		$796K Buy
40,085
+15,966
+66% +$316K 0.04% 403
2020
Q4 		$490K Buy
24,119
+672
+3% +$13.5K 0.04% 467
2020
Q3 		$473K Buy
+23,447
New +$483K 0.05% 444

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 $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
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 $377B AUM 19.32% 1-Year Est. Return