World Equity Group
FTHY icon

World Equity Group’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

World Equity Group’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
Q3 		– Sell
-30,972
Closed -$424K – 306
2026
Q2 		$424K Sell
30,972
-1,370
-4% -$18.5K 0.1% 247
2026
Q1 		$438K Sell
32,342
-6,615
-17% -$91.9K 0.11% 216
2025
Q4 		$548K Sell
38,957
-5,131
-12% -$72.4K 0.15% 154
2025
Q3 		$639K Sell
44,088
-3,895
-8% -$57K 0.15% 143
2025
Q2 		$713K Sell
47,983
-42,610
-47% -$605K 0.19% 118
2025
Q1 		$1.31M Sell
90,593
-31,602
-26% -$459K 0.37% 61
2024
Q4 		$1.77M Sell
122,195
-5,568
-4% -$82K 0.38% 56
2024
Q3 		$1.93M Sell
127,763
-2,207
-2% -$32.5K 0.7% 32
2024
Q2 		$1.86M Sell
129,970
-5,774
-4% -$81.8K 0.56% 43
2024
Q1 		$1.97M Sell
135,744
-6,675
-5% -$94.6K 0.41% 64
2023
Q4 		$1.98M Sell
142,419
-1,593
-1% -$21.3K 0.4% 58
2023
Q3 		$1.92M Buy
144,012
+2,060
+1% +$28.1K 0.4% 58
2023
Q2 		$1.95M Buy
141,952
+84,459
+147% +$1.16M 0.57% 39
2023
Q1 		$2.1M Sell
57,493
-85,367
-60% -$1.21M 0.31% 76
2022
Q4 		$1.93M Sell
142,860
-12,748
-8% -$177K 0.46% 63
2022
Q3 		$2.1M Buy
155,608
+2,548
+2% +$38.2K 0.53% 50
2022
Q2 		$2.22M Buy
153,060
+1,979
+1% +$31.2K 0.56% 46
2022
Q1 		$2.63M Buy
+151,081
New +$2.8M 0.57% 41

Other funds holding FTHY

Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
First Financial Group
First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

World Equity Group's FTHY Position: Q3 2026 in Review

World Equity Group sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q3 2026, closing a stake of 30,972 shares — an estimated $424K sold.

World Equity Group first reported a position in FTHY in Q1 2022 and held it in 18 quarters. The position peaked at $2.63M in Q1 2022. 15 funds tracked by Wall St. Rank hold FTHY as of Q3 2026.

  • World Equity Group reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 30,972 First Trust High Yield Opportunities 2027 Term Fund shares in Q3 2026, an estimated $424K.
  • World Equity Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and held it in 18 quarters.
  • World Equity Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.63M in Q1 2022.
  • 15 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.