Fortitude Advisory Group L.L.C.
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 1928999
GIG HARBOR, WA
Position in FTHY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$288,743
-$11,524 QoQ
Shares Held
21,341
0.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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, 2026Fortitude Advisory Group L.L.C. holds $14,207,130 across 43 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
105,020 | $1,249,738 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
25,156 | $758,956 | |
| 3 | MMT |
Aberdeen Multi-Market Income Fund
|
163,481 | $719,316 | |
| 4 | NZF |
Nuveen Municipal Credit Income Fund
|
53,924 | $683,756 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
53,680 | $622,688 | |
| 6 | MIN |
Aberdeen Intermediate Income Fund
|
219,928 | $543,222 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
30,274 | $477,723 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
31,826 | $455,430 |
All Filings in FTHY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,743 | 21,341 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $300,267 | 21,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $309,231 | 21,341 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $316,913 | 21,341 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $308,377 | 21,341 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $242,235 | 16,729 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $252,942 | 16,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,559 | 16,729 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $243,239 | 16,729 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $233,034 | 16,729 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,830 | 16,729 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,521 | 16,729 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $233,536 | 16,729 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $225,506 | 16,729 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $172,359 | 9,900 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $200,178 | 9,900 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||