FTHY

First Trust High Yield Opportunities 2027 Term Fund

94 hedge funds and large institutions have $220M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
94
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
$41.2M
SIA
2
Sit Investment Associates
Minnesota
$34M
KIG
3
Kennedy Investment Group
New Jersey
$16.6M
RCM
4
Rivernorth Capital Management
Florida
$14.3M
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.6M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.57M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.86M
PCM
8
Penserra Capital Management
California
$6.84M
COLIM
9
City of London Investment Management
United Kingdom
$6.01M
DADC
10
D.A. Davidson & Co
Montana
$4.97M
WCM
11
Winebrenner Capital Management
Kentucky
$4.52M
NA
12
NewEdge Advisors
Louisiana
$4.47M
LPL Financial
13
LPL Financial
California
$4.42M
LSC
14
Logan Stone Capital
Illinois
$3.25M
APW
15
Aurora Private Wealth
New Jersey
$2.76M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.69M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.69M
1CP
18
1607 Capital Partners
Virginia
$2.47M
NCM
19
Narwhal Capital Management
Georgia
$2.18M
OIM
20
Oder Investment Management
California
$2.18M
PAG
21
Private Advisory Group
Washington
$1.98M
SFS
22
Shaker Financial Services
Virginia
$1.93M
WS
23
Wedbush Securities
California
$1.81M
KAS
24
Kestra Advisory Services
Texas
$1.75M
NWMP
25
Noble Wealth Management PBC
Colorado
$1.53M