FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

46 hedge funds and large institutions have $175M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$2.14M
2
AWA
2
Arete Wealth Advisors
Illinois
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.13M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.18M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
Invesco
2
Invesco
Georgia
$423K
3
KAS
3
Kestra Advisory Services
Texas
$5.31M
4
IAIM
4
International Assets Investment Management
Florida
$1.55M
5
NCM
5
Narwhal Capital Management
Georgia
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Narwhal Capital Management
Georgia
$662K -$197K -9,753 -23%
BRWA
27
B. Riley Wealth Advisors
Florida
$623K -$42K -2,077 -6%
TCA
28
Transcend Capital Advisors
New Jersey
$506K +$506K +25,000 New
Invesco
29
Invesco
Georgia
$423K -$629K -31,086 -60%
KA
30
Kovack Advisors
Florida
$398K -$35.4K -1,750 -8%
CFGS
31
Concourse Financial Group Securities
Alabama
$395K +$12.2K +600 +3%
OC
32
Oppenheimer & Co
New York
$324K +$118K +5,805 +57%
AWA
33
Arkadios Wealth Advisors
Georgia
$311K -$25.2K -1,248 -8%
Stifel Financial
34
Stifel Financial
Missouri
$242K +$242K +11,989 New
NC
35
NovaPoint Capital
Georgia
$229K +$229K +11,304 New
Truist Financial
36
Truist Financial
North Carolina
$226K +$810 +40 +0.4%
FAG
37
Fortitude Advisory Group
Washington
$200K +$200K +9,900 New
Wells Fargo
38
Wells Fargo
California
$197K +$20.2K +1,000 +11%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$192K +$192K +9,500 New
UBS Group
40
UBS Group
Switzerland
$121K – – –
Bank of America
41
Bank of America
North Carolina
$74K +$3.13K +155 +4%
EWA
42
EverSource Wealth Advisors
Alabama
$33K +$33K +1,640 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
SCA
44
Snowden Capital Advisors
New York
$18K +$18K +900 New
US Bancorp
45
US Bancorp
Minnesota
$10K +$10K +505 New
FWM
46
Focused Wealth Management
New York
$4K +$4K +200 New
COLIM
47
City of London Investment Management
United Kingdom
– -$632K -30,733 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$1K -32 Closed
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