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 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

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return