FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $5.72B invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
21
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
$13M
2
COLIM
City of London Investment Management
United Kingdom
$9.16M
3
LSC
Logan Stone Capital
Illinois
$4.42M
4
SCM
Saba Capital Management
New York
$3.61M
5
SIA
Sit Investment Associates
Minnesota
$3.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$5.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
$191K
3
AAS
Ameritas Advisory Services
Nebraska
$670K
4
BlackRock
BlackRock
New York
$0
5
SWM
Spire Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
Bullseye Investment Management
Ohio
$1.15M +$1.15M +85,607 New
AWM
27
Axxcess Wealth Management
California
$1.13M -$298K -22,074 -21%
KPWS
28
Kestra Private Wealth Services
Texas
$965K -$364K -27,031 -27%
AC
29
Almitas Capital
California
$959K +$959K +71,131 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$697K -$191K -14,135 -21%
CA
31
CoreCap Advisors
Michigan
$691K – – –
TFS
32
Thoroughbred Financial Services
Tennessee
$674K -$101K -7,500 -13%
AAS
33
Ameritas Advisory Services
Nebraska
$670K -$2.16M -160,215 -76%
LPL Financial
34
LPL Financial
California
$663K +$5.92K +439 +0.9%
MC
35
Matisse Capital
Oregon
$621K +$166K +12,348 +37%
IAIM
36
International Assets Investment Management
Florida
$612K +$402K +29,826 +192%
WS
37
Wedbush Securities
California
$588K -$7.98K -592 -1%
HighTower Advisors
38
HighTower Advisors
Illinois
$582K +$582K +43,149 New
MC
39
Meteora Capital
Florida
$528K +$528K +39,142 New
PHS
40
Pekin Hardy Strauss
Illinois
$498K +$498K +36,961 New
OC
41
Oppenheimer & Co
New York
$493K -$6.13K -455 -1%
EC
42
Elequin Capital
New York
$455K +$455K +33,739 New
SFS
43
Shaker Financial Services
Virginia
$438K +$92.6K +6,805 +27%
CP
44
Camelot Portfolios
Ohio
$400K +$31.9K +2,364 +9%
Invesco
45
Invesco
Georgia
$379K -$34.4K -2,555 -8%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$351K +$43.1K +3,200 +14%
PCIA
47
Prime Capital Investment Advisors
Kansas
$342K +$342K +25,338 New
LCM
48
Landscape Capital Management
New Jersey
$334K +$334K +24,758 New
UBS Group
49
UBS Group
Switzerland
$285K -$60.4K -4,482 -17%
ASN
50
Advisory Services Network
Georgia
$272K +$272K +20,196 New
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