FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $211M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.37M -$3.85M -266,606 -74%
WEG
27
World Equity Group
Illinois
$1.31M -$457K -31,602 -26%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$1.24M -$198K -13,721 -14%
OC
29
Oppenheimer & Co
New York
$1.15M +$41.2K +2,850 +4%
UBS Group
30
UBS Group
Switzerland
$1.11M -$289K -19,966 -21%
BIM
31
Bullseye Investment Management
Ohio
$1.04M -$22.3K -1,546 -2%
TCA
32
Transcend Capital Advisors
New Jersey
$941K +$941K +65,117 New
KPWS
33
Kestra Private Wealth Services
Texas
$887K +$175K +12,108 +25%
IA
34
Insight Advisors
Pennsylvania
$856K +$310K +21,473 +57%
1CP
35
1607 Capital Partners
Virginia
$841K
MFG
36
Magnus Financial Group
New York
$774K +$291K +20,128 +60%
BWA
37
BlueChip Wealth Advisors
Georgia
$754K -$39.1K -2,708 -5%
Invesco
38
Invesco
Georgia
$723K +$308K +21,342 +74%
CA
39
CoreCap Advisors
Michigan
$637K -$19.9K -1,380 -3%
Raymond James Financial
40
Raymond James Financial
Florida
$619K -$175K -12,105 -22%
CP
41
Camelot Portfolios
Ohio
$584K +$179K +12,421 +44%
ASN
42
Advisory Services Network
Georgia
$500K -$28.6K -1,982 -5%
TFS
43
Thoroughbred Financial Services
Tennessee
$455K
FFG
44
First Financial Group
North Carolina
$416K
PAM
45
PVG Asset Management
Colorado
$398K +$10.8K +745 +3%
CIA
46
Concurrent Investment Advisors
Florida
$384K +$384K +26,560 New
BWP
47
Balboa Wealth Partners
Arizona
$350K
CW
48
CreativeOne Wealth
Kansas
$347K -$114K -7,905 -25%
AWM
49
Apollon Wealth Management
South Carolina
$343K -$28.9K -2,000 -8%
AWS
50
Atria Wealth Solutions
New York
$303K +$7.79K +539 +3%