WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

FTHY holding history

First Trust High Yield Opportunities 2027 Term Fund in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTHY overview All 13F holders of FTHY Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of FTHY by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,288−100.0%	Sold out	Holders
Q2 2023	3,288	$45.1K	<0.1%	−964−22.7%	Reduced	Holders
Q1 2023	4,252	$59.4K	<0.1%	+4,252	New	Holders