FTHY

First Trust High Yield Opportunities 2027 Term Fund

83 hedge funds and large institutions have $223M 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 5 closing their positions.

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
28
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.9M 3,156,348 +203,301 +7%
SIA
2
Sit Investment Associates
Minnesota
$20.8M 1,401,635 +94,208 +7%
KIG
3
Kennedy Investment Group
New Jersey
$17.2M 1,155,633 +2,687 +0.2%
RCM
4
Rivernorth Capital Management
Florida
$16.4M 1,105,468 +19,553 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M 728,726 -12,689 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.67M 651,388 -16,636 -2%
HA
7
Huntleigh Advisors
Missouri
$9M 605,827 +27,073 +5%
PAIM
8
Punch & Associates Investment Management
Minnesota
$8.3M 558,705 +2,807 +0.5%
COLIM
9
City of London Investment Management
United Kingdom
$7.33M 493,598 +129,100 +35%
DADC
10
D.A. Davidson & Co
Montana
$6.14M 413,536 -37,930 -8%
PCM
11
Penserra Capital Management
California
$5.39M 362,914 +10,701 +3%
WCM
12
Winebrenner Capital Management
Kentucky
$5.07M 341,141 +1,611 +0.5%
AWA
13
Arete Wealth Advisors
Illinois
$5.05M 340,102 -178,349 -34%
LPL Financial
14
LPL Financial
California
$3.92M 264,027 +24,970 +10%
NA
15
NewEdge Advisors
Louisiana
$3.88M 260,955 -76,424 -23%
NCM
16
Narwhal Capital Management
Georgia
$3.11M 209,151 +209,151 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3.07M 209,488 -14,282 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.44M 164,432 +9,655 +6%
APW
19
Aurora Private Wealth
New Jersey
$2.44M 164,262 +35,461 +28%
OIM
20
Oder Investment Management
California
$2.33M 156,767 +4,963 +3%
1CP
21
1607 Capital Partners
Virginia
$2.27M 152,682 +94,500 +162%
PAG
22
Private Advisory Group
Washington
$2.15M 145,007 -525 -0.4%
KAS
23
Kestra Advisory Services
Texas
$2.08M 140,119 -5,226 -4%
WS
24
Wedbush Securities
California
$1.89M 126,984 +3,939 +3%
TA
25
TFB Advisors
Kansas
$1.64M 110,636 -8 -0%