FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

87 hedge funds and large institutions have $204M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
32
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
AWA
2
Arete Wealth Advisors
Illinois
$7.47M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
SFS
4
Shaker Financial Services
Virginia
$715K
5
CW
5
CreativeOne Wealth
Kansas
$463K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$232K
2
BIM
2
Bullseye Investment Management
Ohio
$1.06M
3
RCM
3
Rivernorth Capital Management
Florida
$13.3M
4
SA
4
Sanctuary Advisors
Indiana
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.5M +$38.3K +2,648 +3%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$1.44M -$264K -18,209 -16%
UBS Group
28
UBS Group
Switzerland
$1.4M +$339K +23,392 +32%
OC
29
Oppenheimer & Co
New York
$1.11M -$74.3K -5,134 -6%
BIM
30
Bullseye Investment Management
Ohio
$1.06M -$1.4M -97,141 -57%
BPWM
31
Black Point Wealth Management
Florida
$908K +$82.1K +5,668 +10%
1CP
32
1607 Capital Partners
Virginia
$842K -$549K -37,913 -39%
Raymond James Financial
33
Raymond James Financial
Florida
$795K +$795K +54,924 New
BWA
34
BlueChip Wealth Advisors
Georgia
$795K +$85.9K +5,931 +12%
SFS
35
Shaker Financial Services
Virginia
$715K +$505K +34,887 +241%
KPWS
36
Kestra Private Wealth Services
Texas
$713K -$346K -23,909 -33%
CA
37
CoreCap Advisors
Michigan
$658K -$4.49K -310 -0.7%
IA
38
Insight Advisors
Pennsylvania
$548K +$4.02K +277 +0.7%
ASN
39
Advisory Services Network
Georgia
$529K -$42.3K -2,921 -7%
MFG
40
Magnus Financial Group
New York
$484K +$113K +7,785 +30%
CW
41
CreativeOne Wealth
Kansas
$463K +$463K +31,950 New
TFS
42
Thoroughbred Financial Services
Tennessee
$456K -$290K -20,000 -39%
FFG
43
First Financial Group
North Carolina
$416K +$416K +28,755 New
Invesco
44
Invesco
Georgia
$416K +$70.8K +4,889 +21%
CP
45
Camelot Portfolios
Ohio
$405K -$19.1K -1,321 -5%
PAM
46
PVG Asset Management
Colorado
$388K +$388K +26,770 New
AWM
47
Apollon Wealth Management
South Carolina
$372K +$121K +8,367 +48%
BWP
48
Balboa Wealth Partners
Arizona
$351K +$351K +24,211 New
AWS
49
Atria Wealth Solutions
New York
$296K -$22.1K -1,526 -7%
CPRC
50
Consolidated Portfolio Review Corp
New York
$283K +$4.04K +279 +1%
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