FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $197M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
31
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41M
3
RJA
Raymond James & Associates
Florida
$2.36M
4
LPL Financial
LPL Financial
California
$2.42M
5
KIG
Kennedy Investment Group
New Jersey
$17.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$42.5M
2
SIA
Sit Investment Associates
Minnesota
$922K
3
PAIM
Punch & Associates Investment Management
Minnesota
$7.06M
4
PCM
Penserra Capital Management
California
$0
5
RCM
Rivernorth Capital Management
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.2M +$25.4K +1,749 +2%
OC
27
Oppenheimer & Co
New York
$1.12M +$11.5K +794 +1%
WS
28
Wedbush Securities
California
$1.1M -$71K -4,886 -6%
SIA
29
Sit Investment Associates
Minnesota
$922K -$9.18M -631,907 -91%
BI
30
Bulldog Investors
New Jersey
$883K -$161K -11,083 -15%
LCM
31
Landscape Capital Management
New Jersey
$843K -$746K -51,305 -47%
TFS
32
Thoroughbred Financial Services
Tennessee
$727K -$21.8K -1,500 -3%
MC
33
Meteora Capital
Florida
$695K -$774K -53,214 -53%
APW
34
Aurora Private Wealth
New Jersey
$691K +$691K +48,149 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$685K +$8.48K +583 +1%
SFS
36
Shaker Financial Services
Virginia
$672K -$624K -42,933 -48%
CA
37
CoreCap Advisors
Michigan
$669K +$205K +14,119 +44%
CA
38
Cetera Advisors
Colorado
$622K +$622K +42,778 New
CP
39
Camelot Portfolios
Ohio
$592K -$353K -24,274 -37%
IA
40
Insight Advisors
Pennsylvania
$538K +$59.3K +4,075 +12%
BFM
41
Boothbay Fund Management
New York
$485K -$626K -43,039 -56%
RC
42
Rareview Capital
Nevada
$470K -$239K -16,458 -34%
SP
43
Stablepoint Partners
Massachusetts
$430K +$76.1K +5,234 +21%
Stifel Financial
44
Stifel Financial
Missouri
$375K +$40.4K +2,781 +12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$323K +$19.3K +1,323 +6%
Invesco
46
Invesco
Georgia
$311K -$272K -18,729 -47%
AWS
47
Atria Wealth Solutions
New York
$306K +$15.4K +1,061 +5%
ASN
48
Advisory Services Network
Georgia
$305K -$4.14K -285 -1%
Comerica Bank
49
Comerica Bank
Texas
$270K +$85K +5,846 +46%
AWM
50
Apollon Wealth Management
South Carolina
$260K -$771K -53,035 -75%
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