WAM
FTHY

Wolverine Asset Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Wolverine Asset Management’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 		– Sell
-28,955
Closed -$407K – 1776
2025
Q4 		$407K Buy
+28,955
New +$409K ﹤0.01% 976
2024
Q1 		– Sell
-32,469
Closed -$452K – 1754
2023
Q4 		$452K Buy
+32,469
New +$434K ﹤0.01% 906
2023
Q3 		– Sell
-5,450
Closed -$74.8K – 1904
2023
Q2 		$74.8K Sell
5,450
-4,836
-47% -$66.6K ﹤0.01% 1113
2023
Q1 		$144K Sell
10,286
-101,750
-91% -$1.44M ﹤0.01% 1068
2022
Q4 		$1.51M Buy
112,036
+34,270
+44% +$476K 0.02% 639
2022
Q3 		$1.05M Sell
77,766
-17,172
-18% -$258K 0.01% 766
2022
Q2 		$1.38M Sell
94,938
-19,897
-17% -$314K 0.01% 665
2022
Q1 		$2M Buy
+114,835
New +$2.13M 0.02% 514
2021
Q3 		– Sell
-33,198
Closed -$665K – 2108
2021
Q2 		$665K Buy
33,198
+27,353
+468% +$545K 0.01% 797
2021
Q1 		$116K Buy
+5,845
New +$116K ﹤0.01% 1402

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