FTHY

First Trust High Yield Opportunities 2027 Term Fund

83 hedge funds and large institutions have $213M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.1M
SIA
2
Sit Investment Associates
Minnesota
$21.1M
KIG
3
Kennedy Investment Group
New Jersey
$16.9M
RCM
4
Rivernorth Capital Management
Florida
$15.6M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.24M
PAIM
7
Punch & Associates Investment Management
Minnesota
$8.07M
PCM
8
Penserra Capital Management
California
$6.39M
COLIM
9
City of London Investment Management
United Kingdom
$6.08M
DADC
10
D.A. Davidson & Co
Montana
$5.54M
WCM
11
Winebrenner Capital Management
Kentucky
$4.9M
NA
12
NewEdge Advisors
Louisiana
$4.82M
AWA
13
Arete Wealth Advisors
Illinois
$4.8M
LPL Financial
14
LPL Financial
California
$4.32M
HA
15
Huntleigh Advisors
Missouri
$4.09M
NCM
16
Narwhal Capital Management
Georgia
$3.23M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.55M
Osaic Holdings
18
Osaic Holdings
Arizona
$2.53M
OIM
19
Oder Investment Management
California
$2.34M
1CP
20
1607 Capital Partners
Virginia
$2.21M
PAG
21
Private Advisory Group
Washington
$2.1M
WS
22
Wedbush Securities
California
$1.82M
KAS
23
Kestra Advisory Services
Texas
$1.77M
SFS
24
Shaker Financial Services
Virginia
$1.61M
TA
25
TFB Advisors
Kansas
$1.6M