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Equibles

EverSource Wealth Advisors, LLC

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

CIK 1710537 BIRMINGHAM, AL
Back to FTHY Full portfolio

Position in FTHY

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$739
+$22 QoQ
Shares Held
54
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 87 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FTHY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. FTHY ranks #124 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 254,392 $30,097,113
2 KKR
KKR & Co. Inc.
 108,313 $9,940,961
3 BX
Blackstone Inc.
 63,714 $7,497,219
4 PSLV
Sprott Physical Silver Trust
 167,767 $3,165,763
5 PHYS
Sprott Physical Gold Trust
 82,485 $2,488,572
6 CEF
Sprott Physical Gold & Silver Trust
 29,499 $1,186,744
7 BLK
BlackRock, Inc.
 1,156 $1,111,559
8 AMP
Ameriprise Financial Inc
 1,713 $785,851

All Filings in FTHY

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $739 54
2026-03-31 $717 53
2025-12-31 $717 51
2025-09-30 $724 50
2025-06-30 $727 49
2025-03-31 $693 48
2024-12-31 $6,009 415
2024-09-30 $6,123 405
2024-06-30 $27,508 1,921
2024-03-31 $27,189 1,870
2023-12-31 $25,115 1,803
2023-09-30 $23,323 1,751
2023-06-30 $23,351 1,702
2023-03-31 $23,103 1,655
2022-12-31 $22,107 1,640
2022-09-30 $22,090 1,640
2022-06-30 $23,829 1,640
2022-03-31 $28,552 1,640
2021-12-31 $33,160 1,640