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BlueChip Wealth Advisors LLC

SEC CIK
0002015578
Latest filing
Jul 30, 2026

FTHY holding history

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

FTHY overviewAll 13F holders of FTHYFull Q2 2026 holdings

Shares (Q2 2026)
48,350
Value
$662.4K
% of portfolio
0.3%
Quarters held
10
Since Q4 2023
Holdings of FTHY by BlueChip Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,350$662.4K0.3%+48,350NewHolders
Q1 20260$00.0%−38,850−100.0%Sold outHolders
Q4 202538,850$546.6K0.2%+4,044+11.6%AddedHolders
Q3 202534,806$504.3K0.2%−14,389−29.2%ReducedHolders
Q2 202549,195$730.5K0.3%−3,000−5.7%ReducedHolders
Q1 202552,195$754.2K0.4%−2,708−4.9%ReducedHolders
Q4 202454,903$795.0K0.4%+5,931+12.1%AddedHolders
Q3 202448,972$740.5K0.4%+2,735+5.9%AddedHolders
Q2 202446,237$662.1K0.4%−41,000−47.0%ReducedHolders
Q1 202487,237$1.27M0.8%+14,737+20.3%AddedHolders
Q4 202372,500$1.01M0.7%–No prior filingHolders