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Equibles

NewEdge Advisors, LLC

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

CIK 1633516 NEW ORLEANS, LA
Back to FTHY Full portfolio

Position in FTHY

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$291,934
-$4,179,300 QoQ
Shares Held
291,934
-8.1% QoQ
Ownership
0.794%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FTHY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in FTHY

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $291,934 291,934
2025-12-31 $4,471,234 317,785
2025-09-30 $4,822,793 332,836
2025-06-30 $3,875,181 260,955
2025-03-31 $4,875,126 337,379
2024-12-31 $4,827,588 333,397
2024-09-30 $4,726,693 312,612
2024-06-30 $677,321 47,299
2022-12-31 $84,250 6,250