First Trust High Yield Opportunities 2027 Term Fund
FTHY
81 hedge funds and large institutions have $181M 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, 30 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% more funds holding
Funds holding: 81 → 81 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.82% less ownership
Funds ownership: 37.24% → 34.42% (-2.8%)
9% less capital invested
Capital invested by funds: $199M → $181M (-$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$5.15M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.72M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.34M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$670K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.41M |
| 2 |
RVPG
Relative Value Partners Group
|
-$5.86M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$5.77M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.89M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.53M |
FTHY Hedge Fund Activity: Q2 2024 in Review
81 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q2 2024, worth a combined $181M — down 8.9% from $199M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTHY positions and 10 closed out — a net gain of 1 holder — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $5.15M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $6.41M sold.
- 81 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $181M of First Trust High Yield Opportunities 2027 Term Fund stock for Q2 2024, down 8.9% quarter-over-quarter.
- 11 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q2 2024 was Atlas Wealth, an estimated $5.15M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q2 2024 was JP Morgan Chase, an estimated $6.41M sold.
Based on aggregated 13F filings for Q2 2024.