KENNEDY INVESTMENT GROUP, INC.
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 1978005
WEST DEPTFORD, NJ
Position in FTHY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,083,389
+$217,597 QoQ
Shares Held
1,173,970
+0.1% QoQ
Ownership
3.19%
of shares outstanding
% of Portfolio
7.91%
of 13F equity value
Holder Rank
#3
of 87 holders
Holding Since
Dec 2022
15 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $25,082,088 across 11 Asset Management names. FTHY ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
This page
|
1,173,970 | $16,083,389 | |
| 2 | ACP |
abrdn Income Credit Strategies Fund
|
467,237 | $2,429,632 | |
| 3 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
150,182 | $1,922,329 | |
| 4 | RVT |
Royce Small-Cap Trust, Inc.
|
77,383 | $1,429,264 | |
| 5 | GDV |
Gabelli Dividend & Income Trust
|
41,382 | $1,216,630 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
111,452 | $1,044,305 | |
| 7 | AFB |
Alliancebernstein National Municipal Income Fund
|
39,174 | $446,975 | |
| 8 | BX |
Blackstone Inc.
|
2,226 | $261,933 |
All Filings in FTHY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,083,389 | 1,173,970 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $15,865,792 | 1,172,638 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,596,760 | 1,179,585 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,925,551 | 1,168,085 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,161,150 | 1,155,633 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $16,660,069 | 1,152,946 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,941,180 | 1,169,971 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,084,563 | 1,196,069 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,279,041 | 1,206,637 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $17,315,496 | 1,190,887 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $15,721,216 | 1,128,587 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $14,277,335 | 1,071,872 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,057,361 | 1,024,589 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,849,705 | 920,466 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $11,329,886 | 840,496 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||