FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

79 hedge funds and large institutions have $190M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.4M
3
MC
3
Meteora Capital
Florida
$1.48M
4
BFM
4
Boothbay Fund Management
New York
$1.11M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.23M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.61M
2
LSC
2
Logan Stone Capital
Illinois
$1.04M
3
SCM
3
Saba Capital Management
New York
$2.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
26
Oder Investment Management
California
$1.41M -$113K -8,466 -7%
KPWS
27
Kestra Private Wealth Services
Texas
$1.23M +$941K +70,666 +332%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.19M -$367K -27,554 -24%
BFM
29
Boothbay Fund Management
New York
$1.11M +$1.11M +83,511 New
LSC
30
Logan Stone Capital
Illinois
$1.04M -$1.1M -82,473 -51%
OC
31
Oppenheimer & Co
New York
$1.02M +$93.3K +7,002 +10%
AWM
32
Apollon Wealth Management
South Carolina
$986K -$278K -20,903 -22%
LPL Financial
33
LPL Financial
California
$985K +$52.1K +3,911 +6%
BI
34
Bulldog Investors
New Jersey
$775K +$369K +27,694 +91%
WS
35
Wedbush Securities
California
$741K +$9.87K +741 +1%
SFS
36
Shaker Financial Services
Virginia
$738K +$87.5K +6,572 +13%
TFS
37
Thoroughbred Financial Services
Tennessee
$685K +$20K +1,500 +3%
Invesco
38
Invesco
Georgia
$642K -$33.3K -2,502 -5%
CP
39
Camelot Portfolios
Ohio
$552K -$67.4K -5,059 -11%
GS
40
GTS Securities
New York
$481K +$481K +36,147 New
CA
41
CoreCap Advisors
Michigan
$476K -$6.29K -472 -1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$474K +$59.9K +4,496 +14%
IA
43
Insight Advisors
Pennsylvania
$431K -$20.5K -1,540 -5%
MC
44
Matisse Capital
Oregon
$358K – – –
PHS
45
Pekin Hardy Strauss
Illinois
$348K -$206K -15,500 -37%
UBS Group
46
UBS Group
Switzerland
$338K +$66.5K +4,995 +24%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$284K -$41.4K -3,102 -13%
ASN
48
Advisory Services Network
Georgia
$283K +$133K +9,967 +88%
Stifel Financial
49
Stifel Financial
Missouri
$275K +$15.2K +1,144 +6%
Millennium Management
50
Millennium Management
New York
$271K +$271K +20,345 New
1
2
3 4