FTHY

First Trust High Yield Opportunities 2027 Term Fund

84 hedge funds and large institutions have $224M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$46.9M
SIA
2
Sit Investment Associates
Minnesota
$20.8M
KIG
3
Kennedy Investment Group
New Jersey
$17.2M
RCM
4
Rivernorth Capital Management
Florida
$16.4M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.67M
HA
7
Huntleigh Advisors
Missouri
$9M
PAIM
8
Punch & Associates Investment Management
Minnesota
$8.3M
COLIM
9
City of London Investment Management
United Kingdom
$7.33M
DADC
10
D.A. Davidson & Co
Montana
$6.14M
PCM
11
Penserra Capital Management
California
$5.39M
WCM
12
Winebrenner Capital Management
Kentucky
$5.07M
AWA
13
Arete Wealth Advisors
Illinois
$5.05M
LPL Financial
14
LPL Financial
California
$3.92M
NA
15
NewEdge Advisors
Louisiana
$3.88M
NCM
16
Narwhal Capital Management
Georgia
$3.11M
Osaic Holdings
17
Osaic Holdings
Arizona
$3.07M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.44M
APW
19
Aurora Private Wealth
New Jersey
$2.44M
OIM
20
Oder Investment Management
California
$2.33M
1CP
21
1607 Capital Partners
Virginia
$2.27M
PAG
22
Private Advisory Group
Washington
$2.15M
KAS
23
Kestra Advisory Services
Texas
$2.08M
WS
24
Wedbush Securities
California
$1.89M
TA
25
TFB Advisors
Kansas
$1.64M