FTHY

First Trust High Yield Opportunities 2027 Term Fund

61 hedge funds and large institutions have $154M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
26
Thoroughbred Financial Services
Tennessee
$774K
RVPG
27
Relative Value Partners Group
$739K +$142K +10,524 +24%
CA
28
CoreCap Advisors
Michigan
$691K -$14.3K -1,062 -2%
LPL Financial
29
LPL Financial
California
$656K +$19.9K +1,481 +3%
WS
30
Wedbush Securities
California
$595K +$123K +9,115 +26%
LSC
31
Logan Stone Capital
Illinois
$573K +$138K +10,239 +32%
OC
32
Oppenheimer & Co
New York
$499K +$163K +12,114 +49%
MC
33
Matisse Capital
Oregon
$454K +$28.3K +2,103 +7%
Invesco
34
Invesco
Georgia
$413K +$175K +12,976 +73%
CP
35
Camelot Portfolios
Ohio
$367K -$21.2K -1,579 -5%
UBS Group
36
UBS Group
Switzerland
$346K -$653K -48,395 -65%
SFS
37
Shaker Financial Services
Virginia
$342K +$83.6K +6,209 +32%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$308K +$6.74K +500 +2%
Stifel Financial
39
Stifel Financial
Missouri
$303K -$4.71K -350 -2%
BRWA
40
B. Riley Wealth Advisors
Florida
$278K +$278K +20,634 New
CAP
41
Columbia Advisory Partners
Washington
$273K +$35K +2,600 +15%
KA
42
Kovack Advisors
Florida
$265K
Wells Fargo
43
Wells Fargo
California
$256K +$152K +11,301 +147%
AWS
44
Atria Wealth Solutions
New York
$255K +$255K +18,903 New
RJA
45
Raymond James & Associates
Florida
$243K +$60.6K +4,500 +33%
MPW
46
MGO Private Wealth
California
$235K +$235K +17,444 New
Bank of America
47
Bank of America
North Carolina
$218K -$7.31K -544 -3%
NC
48
NovaPoint Capital
Georgia
$215K +$48.6K +3,600 +29%
IAIM
49
International Assets Investment Management
Florida
$210K +$1.81K +134 +0.9%
IP
50
Ignite Planners
California
$194K