Magnus Financial Group LLC

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

CIK 1765216 NEW YORK, NY

Position in FTHY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$883,499

-$55,334 QoQ

Shares Held

64,489

-7.1% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#35

of 87 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Magnus Financial Group LLC holds $24,237,990 across 13 Asset Management names. FTHY ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund	238,730	$9,721,085
2	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	483,506	$6,686,887
3	BX	Blackstone Inc.	22,443	$2,640,867
4	PHYS	Sprott Physical Gold Trust	30,261	$912,974
5	FTHY	First Trust High Yield Opportunities 2027 Term Fund This page	64,489	$883,499
6	FPF	First Trust Intermediate Duration Preferred & Income Fund	43,831	$796,409
7	BTT	BlackRock Municipal 2030 Target Term Trust	21,464	$488,306
8	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	22,187	$450,396

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,499	64,489	-7.1%	Shares	Sole	2026-07-09
2026-03-31	$938,833	69,389	-16.8%	Shares	Sole	2026-04-10
2025-12-31	$1,173,086	83,375	+13.4%	Shares	Sole	2026-01-07
2025-09-30	$1,064,971	73,497	+41.8%	Shares	Sole	2025-10-28
2025-06-30	$769,586	51,824	-3.2%	Shares	Sole	2025-07-16
2025-03-31	$773,580	53,535	+60.3%	Shares	Sole	2025-04-11
2024-12-31	$483,733	33,407	+30.4%	Shares	Sole	2025-01-17
2024-09-30	$387,404	25,622	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.