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Equibles

Kestra Advisory Services, LLC

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

CIK 1830819 AUSTIN, TX
Back to FTHY Full portfolio

Position in FTHY

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,797,727
-$92,941 QoQ
Shares Held
131,221
-6.1% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 87 holders
Holding Since
Sep 2020
24 quarters on record

Common Shares in FTHY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $468,927,536 across 230 Asset Management names. FTHY ranks #47 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 1,980,953 $59,765,352
2 PSLV
Sprott Physical Silver Trust
 1,891,228 $35,687,472
3 BX
Blackstone Inc.
 283,769 $33,391,098
4 BLK
BlackRock, Inc.
 34,123 $32,811,311
5 FHI
Federated Hermes, Inc.
 472,377 $26,084,657
6 KKR
KKR & Co. Inc.
 125,386 $11,507,927
7 ARCC
Ares Capital Corp
 520,151 $9,638,398
8 CEF
Sprott Physical Gold & Silver Trust
 187,775 $7,554,188

All Filings in FTHY

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,797,727 131,221
2026-03-31 $1,890,668 139,739
2025-12-31 $1,751,236 124,466
2025-09-30 $1,774,894 122,491
2025-06-30 $2,080,767 140,119
2025-03-31 $2,100,235 145,345
2024-12-31 $2,331,526 161,017
2024-09-30 $2,333,182 154,311
2024-06-30 $2,678,283 187,031
2024-03-31 $2,884,968 198,416
2023-12-31 $2,299,843 165,100
2023-09-30 $2,527,057 189,719
2023-06-30 $2,693,414 196,313
2023-03-31 $2,711,297 194,219
2022-12-31 $2,379,799 176,543
2022-09-30 $3,155,684 234,275
2022-06-30 $3,608,641 248,358
2022-03-31 $3,857,377 221,561
2021-12-31 $5,309,084 262,566
2021-09-30 $6,032,226 293,539
2021-06-30 $5,819,211 290,235
2021-03-31 $5,718,288 288,075
2020-12-31 $4,917,907 242,023
2020-09-30 $3,188,247 158,210