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Disclosery

FTHY FIRST TR HIGH YIELD OPPRT 20

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COM (fund), issuer CIK 1810523

89 managers (90 13F filers) reported a position in FTHY shares at 2026-03-31, 16,241,893 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
89
13F filers
90
New
7
Added
28
Reduced
40
Sold out
11
Shares held by filers
16,241,893

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,301,107$44.7M<0.01%+375,01513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,782,412$37.6M0.76%+362,44113F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.1,172,638$15.9M6.21%-6,94713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,019,633$13.8M0.7%+1,72813F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…886,745$12M0.69%+59,66913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA707,693$9.58M<0.01%+27,12613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC611,236$8.27M0.01%-18,56713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…575,493$7.79M0.09%+89,52913F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…480,847$6.51M0.47%+53,76313F-HRTimeline
LPL Financial LLC328,304$4.44M<0.01%+14,51213F-HRTimeline
D.A. DAVIDSON & CO.325,719$4.41M0.03%-27,79713F-HRTimeline
NewEdge Advisors, LLC291,934$3.95M0.01%-25,85113F-HR/ATimeline
Logan Stone Capital, LLC248,792$3.37M0.93%+18,00413F-HRTimeline
Aurora Private Wealth, Inc.196,255$2.76M1.97%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC198,483$2.69M1.72%-122,82613F-HRTimeline
Narwhal Capital Management196,865$2.66M0.2%+41,88213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding188,645$2.55M+14,503Timeline
1607 Capital Partners, LLC176,198$2.38M0.17%+90613F-HRTimeline
Cambridge Investment Research Advisors,…175,859$2.38M0.01%-15,63913F-HRTimeline
Almitas Capital LLC166,264$2.25M0.51%+110,93813F-HRTimeline
Oder Investment Management, LLC149,955$2.03M1.56%-4,90613F-HRTimeline
Private Advisory Group LLC140,478$1.9M0.13%-33913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,859$1.84M<0.01%-55,29313F-HRTimelineGroup
WEDBUSH SECURITIES INC114,510$1.55M0.05%-13,91113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC112,501$1.52M0.03%-2,91413F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC95,177$1.29M0.1%013F-HRTimeline
TFB Advisors LLC94,539$1.28M0.67%-5,34213F-HRTimeline
Integrated Wealth Concepts LLC78,327$1.06M0.01%-16,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,238$1M<0.01%+21513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,941$1M0.01%+1,31513F-HRTimelineGroup
Noble Wealth Management PBC73,940$1M0.51%-34,51413F-HRTimeline
UBS Group AGin group UBS Group AG73,843$999K<0.01%+4,33013F-HRTimelineGroup
Magnus Financial Group LLC69,389$939K0.08%-13,98613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.65,000$879K<0.01%new13F-HRTimelineGroup
CSS LLC/IL53,630$726K0.04%+9,44913F-HRTimeline
Insight Advisors, LLC/ PA48,266$653K0.12%-7,09413F-HRTimeline
Arete Wealth Advisors, LLC44,863$604K0.05%-28,18313F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.41,616$563K<0.01%-76313F-HRTimelineGroup
Cetera Investment Advisers34,071$461K<0.01%-60313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC33,934$459K0.09%+1,72813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.32,342$438K0.11%-6,61513F-HRTimeline
CoreCap Advisors, LLC32,334$437K0.01%-3,21013F-HRTimeline
Signature Equity Partners, LLC31,055$420K0.23%+82313F-HRTimeline
Huntleigh Advisors, Inc.30,803$417K0.07%-3,02713F-HRTimeline
First Financial Group Corp27,125$367K0.3%-63013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,571$360K<0.01%-2,12413F-HRTimelineGroup
Advisory Services Network, LLC26,076$353K<0.01%-94513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,280$342K<0.01%-1,05013F-HRTimelineGroup
FOCUSED ALPHA, LLC24,542$332K0.1%+37713F-HRTimeline
Balboa Wealth Partners23,563$319K0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,781$295K<0.01%+813F-HRTimelineGroup
Fortitude Advisory Group L.L.C.21,341$289K0.13%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,000$257K0.01%-60013F-HRTimelineGroup
Janney Montgomery Scott LLC18,725$253K<0.01%+75013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,876$242K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC17,512$237K<0.01%-3,56613F-HRTimeline
Bullseye Investment Management, LLC16,352$221K0.12%-6,07513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,444$221K0.02%+18313F-HRTimeline
PVG ASSET MANAGEMENT CORP15,891$214K0.13%-10,70013F-HRTimeline
CWM, LLCin group CWM, LLC14,922$202K<0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC14,866$201K0.01%+3,98413F-HRTimeline
Shaker Financial Services, LLC13,793$187K0.07%-123,33513F-HRTimeline
HRT FINANCIAL LP12,972$175K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,790$173K<0.01%-29,39213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,430$168K<0.01%013F-HRTimelineGroup
Stablepoint Partners, LLC11,239$152K0.02%-37013F-HRTimeline
Perigon Wealth Management, LLC11,124$151K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,840$147K<0.01%-12,48413F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC10,570$143K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC8,367$113K0.01%+7613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,672$90.3K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.3,578$48.4K<0.01%+1413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,386$32.3K<0.01%new13F-HRTimelineGroup
CX Institutional2,016$27K<0.01%+2013F-HRTimeline
PRIVATE TRUST CO NA1,500$20.3K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,500$20.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,073$14.5K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,057$14.3K<0.01%-48113F-HRTimeline
Allworth Financial LP1,000$13.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …776$10.5K<0.01%-45313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.718$9.72K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC714$9.66K<0.01%-98413F-HRTimelineGroup
Arax Advisory Partners553$7.48K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc425$5.75K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC70$947<0.01%-55013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$716<0.01%+213F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC52$697<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13$176<0.01%-39,00013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12$162<0.01%new13F-HRTimelineGroup