FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

37 hedge funds and large institutions have $130M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
19
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.4M
2
RCM
Rivernorth Capital Management
Florida
$3.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.15M
4
PAIM
Punch & Associates Investment Management
Minnesota
$7.64M
5
IAIM
International Assets Investment Management
Florida
$2.43M

Top Sellers

1
CRWM
Castle Rock Wealth Management
California
$0
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0
3
Millennium Management
Millennium Management
New York
$0
4
MCC
Money Concepts Capital
Florida
$0
5
AIC
Ameritas Investment Company
Nebraska
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$353K +$123K +6,200 +53%
AW
27
ACG Wealth
Georgia
$330K +$4.23K +213 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$279K +$279K +14,050 New
LPL Financial
29
LPL Financial
California
$256K +$256K +12,876 New
MC
30
Matisse Capital
Oregon
$228K +$228K +11,510 New
Truist Financial
31
Truist Financial
North Carolina
$205K +$205K +10,330 New
UBS Group
32
UBS Group
Switzerland
$119K +$105K +5,327 +766%
WAM
33
Wolverine Asset Management
Illinois
$116K +$116K +5,845 New
Wells Fargo
34
Wells Fargo
California
$99K +$99K +5,000 +500,000%
HWMA
35
Heritage Wealth Management (Arizona)
Arizona
$89K +$89K +4,500 New
MWA
36
Moser Wealth Advisors
Washington
$6K +$6K +320 New
CRWM
37
Castle Rock Wealth Management
California
– -$2.97M -150,777 Closed
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
– -$1.8M -88,783 Closed
Millennium Management
39
Millennium Management
New York
– -$694K -34,178 Closed
MCC
40
Money Concepts Capital
Florida
– -$454K -22,359 Closed
HighTower Advisors
41
HighTower Advisors
Illinois
– -$305K -15,000 Closed
FHC
42
First Heartland Consultants
Missouri
– -$213K -10,500 Closed
PWM
43
Perigon Wealth Management
California
– -$163K -8,000 Closed
FIA
44
FNY Investment Advisers
New York
– -$11K -550 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$10K -508 Closed
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