Narwhal Capital Management

Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund

CIK 1461287 MARIETTA, GA

Position in FTHY

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$2,663,583

+$482,973 QoQ

Shares Held

196,865

+27.0% QoQ

Ownership

0.535%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Narwhal Capital Management holds $25,584,548 across 2 Asset Management names.

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	18,788	$18,065,789
2	BX	Blackstone Inc.	63,897	$7,518,759

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,663,583	196,865	+27.0%	Shares	Sole	2026-04-24
2025-12-31	$2,180,610	154,983	-30.4%	Shares	Sole	2026-01-30
2025-09-30	$3,225,676	222,614	+6.4%	Shares	Sole	2025-10-24
2025-06-30	$3,105,892	209,151	+1455.4%	Shares	Sole	2025-07-23
2022-09-30	$181,131	13,447	-23.8%	Shares	Sole	2022-11-01
2022-06-30	$256,294	17,639	-55.0%	Shares	Sole	2022-08-01
2022-03-31	$682,628	39,209	+19.7%	Shares	Sole	2022-04-26
2021-12-31	$662,103	32,745	-22.9%	Shares	Sole	2022-01-26
2021-09-30	$873,333	42,498	+13.8%	Shares	Sole	2021-10-22
2021-06-30	$748,546	37,334	+22.3%	Shares	Sole	2021-07-29
2021-03-31	$605,822	30,520	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.