FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

59 hedge funds and large institutions have $158M 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, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
16
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$12.6M
2
WAM
Wolverine Asset Management
Illinois
$2M
3
PAIM
Punch & Associates Investment Management
Minnesota
$9.28M
4
AWA
Arete Wealth Advisors
Illinois
$10.9M
5
OIM
Oder Investment Management
California
$1.45M

Top Sellers

1
PAG
Private Advisory Group
Washington
$3.96M
2
PCM
Penserra Capital Management
California
$6.51M
3
Morgan Stanley
Morgan Stanley
New York
$55.6M
4
SWM
Spire Wealth Management
Virginia
$14K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$594K -$743K -42,713 -56%
IP
27
Ignite Planners
California
$586K -$574K -33,822 -49%
WS
28
Wedbush Securities
California
$540K -$511K -29,318 -49%
BRWM
29
B. Riley Wealth Management
Tennessee
$400K -$448K -25,767 -53%
Invesco
30
Invesco
Georgia
$361K -$2.68K -154 -0.7%
Bank of America
31
Bank of America
North Carolina
$351K +$287K +16,481 +450%
SFS
32
Shaker Financial Services
Virginia
$348K +$348K +20,016 New
Stifel Financial
33
Stifel Financial
Missouri
$345K +$137K +7,871 +66%
KA
34
Kovack Advisors
Florida
$342K – – –
CAP
35
Columbia Advisory Partners
Washington
$340K +$340K +19,529 New
CFGS
36
Concourse Financial Group Securities
Alabama
$329K -$8.7K -500 -3%
OC
37
Oppenheimer & Co
New York
$328K +$49.5K +2,843 +18%
1CP
38
1607 Capital Partners
Virginia
$303K +$303K +17,400 New
Goldman Sachs
39
Goldman Sachs
New York
$297K +$297K +17,059 New
EWM
40
EPG Wealth Management
Georgia
$292K +$292K +16,782 New
UBS Group
41
UBS Group
Switzerland
$287K +$183K +10,500 +175%
WT
42
Whittier Trust
California
$261K +$261K +15,000 New
SCA
43
Snowden Capital Advisors
New York
$226K +$210K +12,100 +1,344%
RJA
44
Raymond James & Associates
Florida
$214K +$214K +12,300 New
NC
45
NovaPoint Capital
Georgia
$197K +$556 +32 +0.3%
MHS
46
M Holdings Securities
Oregon
$191K +$191K +10,964 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
$183K +$183K +10,500 New
AWA
48
Arkadios Wealth Advisors
Georgia
$175K -$93K -5,336 -35%
FAG
49
Fortitude Advisory Group
Washington
$172K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$144K -$21.8K -1,250 -13%
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