FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

72 hedge funds and large institutions have $177M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advent Capital Management
New York
$2.11M
2
SFS
Shaker Financial Services
Virginia
$2.11M
3
BIM
Bullseye Investment Management
Ohio
$2.74M
4
AWA
Arete Wealth Advisors
Illinois
$7.19M
5
Morgan Stanley
Morgan Stanley
New York
$47.9M

Top Sellers

1
WEG
World Equity Group
Illinois
$2.1M
2
PCM
Penserra Capital Management
California
$6.88M
3
WAM
Wolverine Asset Management
Illinois
$144K
4
LSC
Logan Stone Capital
Illinois
$2.77M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.24M +$4.27K +306 +0.3%
Invesco
27
Invesco
Georgia
$733K +$340K +24,360 +87%
LPL Financial
28
LPL Financial
California
$704K +$17.6K +1,258 +3%
TFS
29
Thoroughbred Financial Services
Tennessee
$698K – – –
WS
30
Wedbush Securities
California
$693K +$84.6K +6,060 +14%
CP
31
Camelot Portfolios
Ohio
$653K +$239K +17,104 +58%
OC
32
Oppenheimer & Co
New York
$626K +$116K +8,282 +23%
AC
33
Almitas Capital
California
$618K -$375K -26,838 -38%
PHS
34
Pekin Hardy Strauss
Illinois
$581K +$65.5K +4,689 +13%
KPWS
35
Kestra Private Wealth Services
Texas
$508K -$492K -35,235 -49%
IA
36
Insight Advisors
Pennsylvania
$472K +$251K +17,964 +114%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$437K +$206K +14,777 +89%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$396K +$32.8K +2,350 +9%
AA
39
AQR Arbitrage
Connecticut
$391K +$391K +28,019 New
MC
40
Matisse Capital
Oregon
$375K -$267K -19,159 -42%
RJA
41
Raymond James & Associates
Florida
$366K +$97.4K +6,975 +36%
UBS Group
42
UBS Group
Switzerland
$365K +$69.6K +4,985 +24%
AW
43
Atlas Wealth
Ohio
$324K +$324K +23,208 New
AWS
44
Atria Wealth Solutions
New York
$302K +$22.8K +1,631 +8%
Stifel Financial
45
Stifel Financial
Missouri
$290K +$28.1K +2,011 +11%
KA
46
Kovack Advisors
Florida
$282K +$6.98K +500 +3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$277K – – –
SWM
48
Spire Wealth Management
Virginia
$268K +$268K +19,199 New
WAM
49
Weiss Asset Management
Massachusetts
$252K +$252K +18,033 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$242K -$479K -34,336 -66%
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