FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

68 hedge funds and large institutions have $158M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$21.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$5.04M
3
Morgan Stanley
Morgan Stanley
New York
$48.9M
4
BlackRock
BlackRock
New York
$2.12M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.45M

Top Sellers

1
SMF
Sterling Manor Financial
New York
$0
2
AWA
Arete Wealth Advisors
Illinois
$7.15M
3
AAS
Ameritas Advisory Services
Nebraska
$3.98M
4
NCM
Narwhal Capital Management
Georgia
$256K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Saba Capital Management
New York
$923K +$923K +63,538 New
TFS
27
Thoroughbred Financial Services
Tennessee
$835K -$109K -7,500 -12%
CA
28
CoreCap Advisors
Michigan
$760K – – –
RVPG
29
Relative Value Partners Group
$693K +$693K +44,312 New
LPL Financial
30
LPL Financial
California
$686K +$84.8K +5,836 +14%
IWC
31
Integrated Wealth Concepts
Massachusetts
$518K +$518K +35,636 New
WS
32
Wedbush Securities
California
$510K +$59.1K +4,065 +13%
LSC
33
Logan Stone Capital
Illinois
$469K +$469K +32,267 New
MC
34
Matisse Capital
Oregon
$459K +$459K +31,585 New
CP
35
Camelot Portfolios
Ohio
$419K +$419K +28,854 New
OC
36
Oppenheimer & Co
New York
$362K +$88.1K +6,062 +32%
Stifel Financial
37
Stifel Financial
Missouri
$333K +$43.9K +3,019 +15%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$321K -$174K -12,087 -35%
KA
39
Kovack Advisors
Florida
$286K – – –
SFS
40
Shaker Financial Services
Virginia
$279K -$12.2K -837 -4%
QC
41
Quantedge Capital
Singapore
$264K +$264K +18,200 New
Invesco
42
Invesco
Georgia
$257K -$43.9K -3,028 -15%
CAP
43
Columbia Advisory Partners
Washington
$257K -$26.5K -1,825 -9%
NCM
44
Narwhal Capital Management
Georgia
$256K -$313K -21,570 -55%
Bank of America
45
Bank of America
North Carolina
$244K -$49.3K -3,385 -17%
EWM
46
EPG Wealth Management
Georgia
$225K -$19K -1,305 -8%
AC
47
Almitas Capital
California
$220K +$220K +15,169 New
WT
48
Whittier Trust
California
$218K – – –
IP
49
Ignite Planners
California
$208K -$295K -20,253 -59%
Citadel Advisors
50
Citadel Advisors
Florida
$198K +$198K +13,612 New
1
2
3