WPG Advisers’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

WPG Advisers’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	-86	Closed	-$1.21K	–	1505
2025 Q4	$1.21K	Sell	86 -11	-11%	-$155	﹤0.01%	1260
2025 Q3	$1.41K	Buy	97 +6	+7%	+$88	﹤0.01%	1207
2025 Q2	$1.35K	Sell	91 -29	-24%	-$412	﹤0.01%	1207
2025 Q1	$1.73K	Buy	+120	New	+$1.74K	﹤0.01%	1150

Other funds holding FTHY

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 $295M AUM 31.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.66B AUM 59.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's FTHY Position: Q1 2026 in Review

WPG Advisers sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2026, closing a stake of 86 shares — an estimated $1.21K sold.

WPG Advisers first reported a position in FTHY in Q1 2025 and held it in 4 quarters. The position peaked at $1.73K in Q1 2025. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

WPG Advisers reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
WPG Advisers sold 86 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $1.21K.
WPG Advisers first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and held it in 4 quarters.
WPG Advisers's First Trust High Yield Opportunities 2027 Term Fund position peaked at $1.73K in Q1 2025.
89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.