INDEPENDENT FINANCIAL GROUP, LLC
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 275484
SAN DIEGO, CA
Position in FTHY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,512,329
-$9,809 QoQ
Shares Held
110,389
-1.9% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#26
of 87 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. FTHY ranks #26 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in FTHY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,329 | 110,389 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,522,138 | 112,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,623,889 | 115,415 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,730,106 | 119,400 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,975,837 | 133,053 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,053,446 | 142,107 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,124,708 | 146,734 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,134,550 | 141,174 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,063,726 | 144,115 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,145,173 | 147,536 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,073,020 | 148,817 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,100,350 | 157,684 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,064,997 | 150,510 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,072,850 | 148,485 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,971,611 | 146,262 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,972,506 | 146,437 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,034,214 | 140,001 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,343,259 | 192,031 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,285,608 | 162,493 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $2,803,122 | 136,405 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,832,650 | 91,404 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,077,104 | 104,640 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,246,376 | 110,550 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,137,744 | 106,081 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,864,344 | 92,203 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||