FTHY

First Trust High Yield Opportunities 2027 Term Fund

74 hedge funds and large institutions have $188M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
27
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
26
Atlas Wealth
Ohio
$1.35M +$1.03M +75,808 +327%
AWM
27
Apollon Wealth Management
South Carolina
$1.3M +$1.3M +94,898 New
LPL Financial
28
LPL Financial
California
$961K +$269K +19,637 +39%
OC
29
Oppenheimer & Co
New York
$954K +$339K +24,699 +55%
AA
30
AQR Arbitrage
Connecticut
$794K +$409K +29,826 +106%
WS
31
Wedbush Securities
California
$753K +$72K +5,250 +11%
Invesco
32
Invesco
Georgia
$696K -$24.4K -1,779 -3%
TFS
33
Thoroughbred Financial Services
Tennessee
$686K
SFS
34
Shaker Financial Services
Virginia
$670K -$1.41M -102,501 -68%
CP
35
Camelot Portfolios
Ohio
$638K -$3.49K -254 -0.5%
PHS
36
Pekin Hardy Strauss
Illinois
$571K
CA
37
CoreCap Advisors
Michigan
$497K +$497K +36,202 New
IA
38
Insight Advisors
Pennsylvania
$465K +$1.54K +112 +0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$427K -$2.51K -183 -0.6%
BI
40
Bulldog Investors
New Jersey
$418K +$418K +30,474 New
MC
41
Matisse Capital
Oregon
$369K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$335K -$54.9K -4,000 -14%
PCIA
43
Prime Capital Investment Advisors
Kansas
$294K +$294K +21,407 New
KPWS
44
Kestra Private Wealth Services
Texas
$292K -$207K -15,071 -41%
UBS Group
45
UBS Group
Switzerland
$280K -$78.8K -5,740 -22%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$272K
AWS
47
Atria Wealth Solutions
New York
$272K -$24.9K -1,817 -8%
Stifel Financial
48
Stifel Financial
Missouri
$267K -$17.9K -1,305 -6%
RJA
49
Raymond James & Associates
Florida
$254K -$106K -7,725 -29%
FAG
50
Fortitude Advisory Group
Washington
$230K