BlueChip Wealth Advisors LLC
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 2015578
Milton, GA
Position in FTHY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$662,395
+$115,776 QoQ
Shares Held
48,350
+24.5% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#37
of 87 holders
Holding Since
Dec 2023
10 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, 2026BlueChip Wealth Advisors LLC holds $1,844,133 across 6 Asset Management names. FTHY ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
This page
|
48,350 | $662,395 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
27,432 | $356,890 | |
| 3 | FSK |
FS KKR Capital Corp
|
32,776 | $344,148 | |
| 4 | NUV |
Nuveen Municipal Value Fund Inc
|
25,445 | $234,602 | |
| 5 | CION |
CION Investment Corp
|
20,594 | $128,300 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,837 | $117,798 |
All Filings in FTHY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,395 | 48,350 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $546,619 | 38,850 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $504,338 | 34,806 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $730,545 | 49,195 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $754,217 | 52,195 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $794,995 | 54,903 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $740,456 | 48,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $662,113 | 46,237 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,268,425 | 87,237 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,009,925 | 72,500 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||