WORLD EQUITY GROUP, INC.
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 878770
SCHAUMBURG, IL
Position in FTHY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$424,316
-$13,271 QoQ
Shares Held
30,972
-4.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#46
of 87 holders
Holding Since
Mar 2022
18 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, 2026WORLD EQUITY GROUP, INC. holds $7,893,166 across 14 Asset Management names. FTHY ranks #10 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACV |
Virtus Diversified Income & Convertible Fund
|
41,950 | $1,188,863 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
48,879 | $816,279 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
9,801 | $700,967 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
37,429 | $697,676 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
50,475 | $656,679 | |
| 6 | MCN |
XAI Madison Equity Premium Income Fund
|
114,407 | $631,526 | |
| 7 | CCD |
Calamos Dynamic Convertible & Income Fund
|
23,119 | $595,776 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
51,091 | $551,271 |
All Filings in FTHY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,316 | 30,972 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $437,587 | 32,342 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $548,124 | 38,957 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $638,835 | 44,088 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $712,547 | 47,983 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,309,068 | 90,593 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,769,383 | 122,195 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,931,776 | 127,763 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,861,170 | 129,970 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,973,717 | 135,744 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $1,983,896 | 142,419 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $1,918,239 | 144,012 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $1,947,581 | 141,952 | Shares | Sole | 2024-08-26 | |
| 2023-03-31 | $802,602 | 57,493 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $1,925,752 | 142,860 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $2,096,039 | 155,608 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $2,223,961 | 153,060 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $2,630,320 | 151,081 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||