FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $179M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
–
Holders Change %
0%
% 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
11
Increased
31
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
$5.17M
2
PAIM
Punch & Associates Investment Management
Minnesota
$8.69M
3
Stifel Financial
Stifel Financial
Missouri
$1.72M
4
NA
NewEdge Advisors
Louisiana
$677K
5
Osaic Holdings
Osaic Holdings
Arizona
$2.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
2
RVPG
Relative Value Partners Group
$0
3
COLIM
City of London Investment Management
United Kingdom
$8.05M
4
RJA
Raymond James & Associates
Florida
$412K
5
AA
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.08M -$102K -7,149 -9%
APW
27
Aurora Private Wealth
New Jersey
$1.03M +$339K +23,669 +49%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$801K +$127K +8,838 +19%
SFS
29
Shaker Financial Services
Virginia
$761K +$99.6K +6,958 +15%
SIA
30
Sit Investment Associates
Minnesota
$744K -$165K -11,499 -18%
CP
31
Camelot Portfolios
Ohio
$737K +$154K +10,784 +26%
TFS
32
Thoroughbred Financial Services
Tennessee
$737K +$21.5K +1,500 +3%
NA
33
NewEdge Advisors
Louisiana
$677K +$677K +47,299 New
BWA
34
BlueChip Wealth Advisors
Georgia
$662K -$587K -41,000 -47%
CA
35
CoreCap Advisors
Michigan
$659K – – –
ASN
36
Advisory Services Network
Georgia
$565K +$265K +18,502 +88%
BPWM
37
Black Point Wealth Management
Florida
$555K +$555K +38,756 New
MC
38
Meteora Capital
Florida
$541K -$144K -10,033 -21%
IA
39
Insight Advisors
Pennsylvania
$534K +$3.25K +227 +0.6%
RC
40
Rareview Capital
Nevada
$439K -$23.4K -1,633 -5%
RJA
41
Raymond James & Associates
Florida
$412K -$1.91M -133,634 -82%
SP
42
Stablepoint Partners
Massachusetts
$396K -$41.1K -2,784 -9%
UBS Group
43
UBS Group
Switzerland
$360K +$145K +10,111 +67%
BFM
44
Boothbay Fund Management
New York
$335K -$143K -9,963 -30%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$315K +$75.4K +5,262 +31%
Invesco
46
Invesco
Georgia
$308K +$2.41K +168 +0.8%
AWS
47
Atria Wealth Solutions
New York
$308K +$6.5K +454 +2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$297K -$20.4K -1,426 -6%
CPRC
49
Consolidated Portfolio Review Corp
New York
$273K +$55.6K +3,882 +26%
AWM
50
Apollon Wealth Management
South Carolina
$248K -$7.66K -535 -3%
1
2
3 4