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Equibles

Private Advisory Group LLC

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

CIK 1632965 REDMOND, WA
Back to FTHY Full portfolio

Position in FTHY

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,892,079
-$8,588 QoQ
Shares Held
138,108
-1.7% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#19
of 87 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in FTHY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Private Advisory Group LLC holds $1,892,079 across 1 Asset Management name. FTHY ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FTHY
First Trust High Yield Opportunities 2027 Term Fund
This page 		138,108 $1,892,079

All Filings in FTHY

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,892,079 138,108
2026-03-31 $1,900,667 140,478
2025-12-31 $1,981,294 140,817
2025-09-30 $2,101,063 145,001
2025-06-30 $2,153,353 145,007
2025-03-31 $2,102,936 145,532
2024-12-31 $2,107,303 145,532
2024-09-30 $2,201,804 145,622
2024-06-30 $2,093,899 146,222
2024-03-31 $2,132,625 146,673
2023-12-31 $2,164,791 155,405
2023-09-30 $2,195,828 164,852
2023-06-30 $2,359,606 171,983
2023-03-31 $2,417,201 173,152
2022-12-31 $2,342,176 173,752
2022-09-30 $2,422,296 179,829
2022-06-30 $3,025,044 208,193
2022-03-31 $3,960,896 227,507
2021-12-31 $10,534,882 521,013
2021-09-30 $10,581,421 514,911
2021-06-30 $9,137,105 455,716
2021-03-31 $9,082,208 457,542
2020-12-31 $9,112,504 448,450
2020-09-30 $9,037,164 448,450
2020-06-30 $9,108,099 450,450