Sunbelt Securities, Inc.

Broker-Dealer

CIK

1632932

City

HOUSTON

State / Country

TX

Stock

FTHY — First Trust High Yield Opportunities 2027 Term Fund

Top Portfolio Positions

2,038 positions · $942,311,361 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
XOM	Exxon Mobil Corp Energy	1,351,473	$229,290,909	24.33%
NVDA	Nvidia Corp Technology	299,607	$52,251,460	5.55%
AAPL	Apple Inc. Technology	126,284	$32,049,616	3.40%
MSFT	Microsoft Corp Technology	78,521	$29,066,118	3.08%
AVGO	Broadcom Inc. Technology	82,762	$25,615,666	2.72%
IAU	Ishares Gold Trust	253,669	$22,363,459	2.37%
QQQ	Invesco Qqq Trust, Series 1	38,321	$22,118,114	2.35%
BPRE	Bluerock Private Real Estate Fund Financial Services	1,186,168	$19,702,250	2.09%
AMZN	Amazon Com Inc Consumer Cyclical	88,838	$18,502,290	1.96%
SPY	Spdr S&P 500 ETF Trust	23,457	$15,255,025	1.62%

Portfolio Trend

25 quarters · across all stocks

Holdings in FTHY

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,410	3,578	+0.4%	Shares	Sole	2026-05-18
2025-12-31	$50,145	3,564	+0.4%	Shares	Sole	2026-02-20
2025-09-30	$51,453	3,551	+1.0%	Shares	Sole	2025-11-19
2025-06-30	$52,197	3,515	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$50,965	3,527	+0.3%	Shares	Sole	2025-04-24
2024-12-31	$50,897	3,515	+8.1%	Shares	Sole	2025-02-18
2024-09-30	$49,185	3,253	+0.7%	Shares	Sole	2024-11-18
2024-06-30	$46,253	3,230	+0.7%	Shares	Sole	2024-08-16
2024-03-31	$46,629	3,207	+0.7%	Shares	Sole	2024-04-15
2023-12-31	$44,353	3,184	-10.0%	Shares	Sole	2024-02-15
2023-09-30	$47,099	3,536	+0.6%	Shares	Sole	2023-12-11
2023-06-30	$48,212	3,514	+134.3%	Shares	Sole	2023-08-16
2023-03-31	$20,940	1,500	—	Shares	Sole	2023-05-17
No 13F history on record for this holder in this stock.