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.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.13%
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
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.63M -$68.7K -4,623 -4%
CIA
27
Concurrent Investment Advisors
Florida
$1.6M +$1.21M +81,325 +306%
SFS
28
Shaker Financial Services
Virginia
$1.38M -$397K -26,765 -22%
TCA
29
Transcend Capital Advisors
New Jersey
$1.27M +$300K +20,176 +31%
Stifel Financial
30
Stifel Financial
Missouri
$1.22M -$185K -12,431 -13%
OC
31
Oppenheimer & Co
New York
$1.18M -$1.25K -84 -0.1%
UBS Group
32
UBS Group
Switzerland
$1.1M -$39K -2,628 -3%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$1.07M -$201K -13,555 -16%
BIM
34
Bullseye Investment Management
Ohio
$1.04M
IA
35
Insight Advisors
Pennsylvania
$933K +$53.1K +3,577 +6%
KPWS
36
Kestra Private Wealth Services
Texas
$799K -$112K -7,570 -12%
MFG
37
Magnus Financial Group
New York
$770K -$25.4K -1,711 -3%
Invesco
38
Invesco
Georgia
$744K +$817 +55 +0.1%
BWA
39
BlueChip Wealth Advisors
Georgia
$731K -$44.6K -3,000 -6%
WEG
40
World Equity Group
Illinois
$713K -$633K -42,610 -47%
Raymond James Financial
41
Raymond James Financial
Florida
$654K +$18.2K +1,225 +3%
CA
42
CoreCap Advisors
Michigan
$634K -$20.2K -1,358 -3%
CP
43
Camelot Portfolios
Ohio
$565K -$34.8K -2,345 -6%
FFG
44
First Financial Group
North Carolina
$427K
PAM
45
PVG Asset Management
Colorado
$409K
ASN
46
Advisory Services Network
Georgia
$406K -$99.4K -6,797 -20%
AWM
47
Apollon Wealth Management
South Carolina
$360K +$8.03K +541 +2%
BWP
48
Balboa Wealth Partners
Arizona
$360K
CW
49
CreativeOne Wealth
Kansas
$328K -$29K -1,952 -8%
FAG
50
Fortitude Advisory Group
Washington
$317K