FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

82 hedge funds and large institutions have $253M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
28
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.4M
2
RVPG
2
Relative Value Partners Group
$5.83M
3
COLIM
3
City of London Investment Management
United Kingdom
$13M
4
LCM
4
Landscape Capital Management
New Jersey
$1.52M
5
AA
5
AQR Arbitrage
Connecticut
$3.08M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
ACM
2
Advent Capital Management
New York
$0
3
AW
3
Atlas Wealth
Ohio
$0
4
LSC
4
Logan Stone Capital
Illinois
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$1.24M +$470K +33,737 +61%
LPL Financial
27
LPL Financial
California
$1.16M +$132K +9,483 +13%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.12M -$122K -8,792 -10%
WS
29
Wedbush Securities
California
$1.12M +$348K +24,990 +45%
BFM
30
Boothbay Fund Management
New York
$1.06M -$99K -7,109 -9%
OC
31
Oppenheimer & Co
New York
$1.06M -$4.86K -349 -0.5%
RJA
32
Raymond James & Associates
Florida
$1.06M +$789K +56,612 +294%
BWA
33
BlueChip Wealth Advisors
Georgia
$1.01M +$1.01M +72,500 New
BI
34
Bulldog Investors
New Jersey
$1M +$190K +13,657 +23%
AWM
35
Apollon Wealth Management
South Carolina
$988K -$43K -3,084 -4%
CP
36
Camelot Portfolios
Ohio
$905K +$328K +23,539 +57%
TFS
37
Thoroughbred Financial Services
Tennessee
$717K – – –
RC
38
Rareview Capital
Nevada
$679K +$679K +48,753 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$648K +$152K +10,910 +31%
Invesco
40
Invesco
Georgia
$559K -$113K -8,125 -17%
IA
41
Insight Advisors
Pennsylvania
$459K +$8.3K +596 +2%
WAM
42
Wolverine Asset Management
Illinois
$452K +$452K +32,469 New
CA
43
CoreCap Advisors
Michigan
$444K -$53.4K -3,837 -11%
MC
44
Matisse Capital
Oregon
$374K – – –
SP
45
Stablepoint Partners
Massachusetts
$339K +$339K +24,365 New
Stifel Financial
46
Stifel Financial
Missouri
$321K +$33.6K +2,411 +12%
ASN
47
Advisory Services Network
Georgia
$296K +$28 +2 +0%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$291K -$5.94K -426 -2%
AWS
49
Atria Wealth Solutions
New York
$278K -$1.96K -141 -0.7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$276K +$8.9K +639 +3%
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