FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

35 hedge funds and large institutions have $107M invested in First Trust High Yield Opportunities 2027 Term Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
13
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.1M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$6.14M
3
AIC
Ameritas Investment Company
Nebraska
+$2.14M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.69M
5
KAS
Kestra Advisory Services
Texas
+$1.68M

Top Sellers

1
WP
WealthPLAN Partners
Nebraska
-$453K
2
BRWA
B. Riley Wealth Advisors
Florida
-$434K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$116K
4
22CM
20/20 Capital Management
California
-$93.8K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$85.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
26
ACG Wealth
Georgia
$334K -$22.6K -1,111 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$305K +$305K +15,000 New
AWA
28
Arkadios Wealth Advisors
Georgia
$277K +$277K +13,665 New
CFGS
29
Concourse Financial Group Securities
Alabama
$237K +$237K +11,600 New
FHC
30
First Heartland Consultants
Missouri
$213K – – –
PWM
31
Perigon Wealth Management
California
$163K +$163K +8,000 New
UBS Group
32
UBS Group
Switzerland
$14K +$14K +694 +69,400%
FIA
33
FNY Investment Advisers
New York
$11K +$11K +550 New
TRCT
34
Tower Research Capital (TRC)
New York
$10K +$9.17K +466 +1,110%
WP
35
WealthPLAN Partners
Nebraska
– -$453K -22,625 Closed
1
2