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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

World Equity Group's FTHY Position: Q2 2026 in Review

World Equity Group reduced its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 4.2% in Q2 2026, selling an estimated $18.5K and leaving 30,972 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #247.

World Equity Group first reported a position in FTHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.63M in Q1 2022. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

World Equity Group held 30,972 shares of First Trust High Yield Opportunities 2027 Term Fund worth $424K as of Q2 2026.
World Equity Group sold 1,370 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $18.5K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.1% of World Equity Group's portfolio in Q2 2026, its #247 holding.
World Equity Group first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2022 and has held it in 18 quarters since.
World Equity Group's First Trust High Yield Opportunities 2027 Term Fund position peaked at $2.63M in Q1 2022.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.