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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

60 hedge funds and large institutions have $161M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

28% more funds holding

Funds holding: 47 → 60 (+13)

1.44% more ownership

Funds ownership: 26.48% → 27.92% (+1.4%)

10% less capital invested

Capital invested by funds: $178M → $161M (-$17.3M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
60
Holders Change
+13
Holders Change %
+27.66%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$13.4M
2
WAM
Wolverine Asset Management
Illinois
+$2.13M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$2.1M
4
OIM
Oder Investment Management
California
+$1.54M
5
AWA
Arete Wealth Advisors
Illinois
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisory Group
Washington
-$5.44M
2
PCM
Penserra Capital Management
California
-$4.74M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
SWM
Spire Wealth Management
Virginia
-$1.95M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$600K – – –
IAIM
27
International Assets Investment Management
Florida
$594K -$791K -42,713 -56%
IP
28
Ignite Planners
California
$586K -$627K -33,822 -49%
WS
29
Wedbush Securities
California
$540K -$543K -29,318 -49%
BRWM
30
B. Riley Wealth Management
Tennessee
$400K -$477K -25,767 -53%
Invesco
31
Invesco
Georgia
$361K -$2.85K -154 -0.7%
Bank of America
32
Bank of America
North Carolina
$351K +$305K +16,481 +450%
SFS
33
Shaker Financial Services
Virginia
$348K +$371K +20,016 New
Stifel Financial
34
Stifel Financial
Missouri
$345K +$146K +7,871 +66%
KA
35
Kovack Advisors
Florida
$342K – – –
CAP
36
Columbia Advisory Partners
Washington
$340K +$362K +19,529 New
CFGS
37
Concourse Financial Group Securities
Alabama
$329K -$9.26K -500 -3%
OC
38
Oppenheimer & Co
New York
$328K +$52.7K +2,843 +18%
1CP
39
1607 Capital Partners
Virginia
$303K +$322K +17,400 New
Goldman Sachs
40
Goldman Sachs
New York
$297K +$316K +17,059 New
EWM
41
EPG Wealth Management
Georgia
$292K +$311K +16,782 New
UBS Group
42
UBS Group
Switzerland
$287K +$195K +10,500 +175%
WT
43
Whittier Trust
California
$261K +$278K +15,000 New
SCA
44
Snowden Capital Advisors
New York
$226K +$224K +12,100 +1,344%
RJA
45
Raymond James & Associates
Florida
$214K +$228K +12,300 New
NC
46
NovaPoint Capital
Georgia
$197K +$593 +32 +0.3%
MHS
47
M Holdings Securities
Oregon
$191K +$203K +10,964 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$183K +$195K +10,500 New
AWA
49
Arkadios Wealth Advisors
Georgia
$175K -$98.9K -5,336 -35%
FAG
50
Fortitude Advisory Group
Washington
$172K – – –
1
2
3

FTHY Hedge Fund Activity: Q1 2022 in Review

60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q1 2022, worth a combined $161M — down 9.7% from $178M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTHY positions and 3 closed out — a net gain of 13 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $13.4M. The largest seller was Private Advisory Group, cutting an estimated $5.44M.

  • 60 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $161M of First Trust High Yield Opportunities 2027 Term Fund stock for Q1 2022, down 9.7% quarter-over-quarter.
  • 16 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q1 2022 and 3 closed out, a net change of +13 holders.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $13.4M added.
  • The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q1 2022 was Private Advisory Group, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2022.