FTHY

First Trust High Yield Opportunities 2027 Term Fund

79 hedge funds and large institutions have $187M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
31
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APW
26
Aurora Private Wealth
New Jersey
$1.36M +$276K +18,256 +25%
OC
27
Oppenheimer & Co
New York
$1.24M +$39.1K +2,589 +3%
SIA
28
Sit Investment Associates
Minnesota
$1.15M +$363K +24,021 +46%
UBS Group
29
UBS Group
Switzerland
$1.11M +$732K +48,409 +193%
KPWS
30
Kestra Private Wealth Services
Texas
$1.11M -$154K -10,210 -12%
SA
31
Sanctuary Advisors
Indiana
$940K -$325K -21,850 -26%
BPWM
32
Black Point Wealth Management
Florida
$862K +$276K +18,283 +47%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$804K -$41.2K -2,728 -5%
TFS
34
Thoroughbred Financial Services
Tennessee
$778K
BWA
35
BlueChip Wealth Advisors
Georgia
$740K +$41.4K +2,735 +6%
CA
36
CoreCap Advisors
Michigan
$692K -$3.99K -264 -0.6%
IA
37
Insight Advisors
Pennsylvania
$567K +$3.61K +239 +0.6%
ASN
38
Advisory Services Network
Georgia
$565K
CP
39
Camelot Portfolios
Ohio
$443K -$336K -22,189 -43%
SP
40
Stablepoint Partners
Massachusetts
$401K -$4.16K -275 -1%
MFG
41
Magnus Financial Group
New York
$387K +$387K +25,622 New
Invesco
42
Invesco
Georgia
$360K +$34.8K +2,302 +11%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$356K +$23.4K +1,546 +7%
AWS
44
Atria Wealth Solutions
New York
$332K +$6.99K +462 +2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$323K +$9.06K +599 +3%
KA
46
Kovack Advisors
Florida
$319K +$319K +21,100 New
CPRC
47
Consolidated Portfolio Review Corp
New York
$292K +$2.89K +191 +1%
RJA
48
Raymond James & Associates
Florida
$276K -$158K -10,458 -36%
AWM
49
Apollon Wealth Management
South Carolina
$262K
FAG
50
Fortitude Advisory Group
Washington
$253K