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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

88 hedge funds and large institutions have $216M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

4% more funds holding

Funds holding: 85 → 88 (+3)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.75% less ownership

Funds ownership: 41.38% → 40.62% (-0.75%)

4% less capital invested

Capital invested by funds: $226M → $216M (-$9.48M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
30
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.39M
2
PCM
Penserra Capital Management
California
+$1.14M
3
NA
NewEdge Advisors
Louisiana
+$1.05M
4
SIA
Sit Investment Associates
Minnesota
+$829K
5
Wells Fargo
Wells Fargo
California
+$508K

Top Sellers

Rank Fund Capital Flow
1
HA
Huntleigh Advisors
Missouri
-$4.74M
2
COLIM
City of London Investment Management
United Kingdom
-$1.08M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.07M
4
Osaic Holdings
Osaic Holdings
Arizona
-$638K
5
CP
Camelot Portfolios
Ohio
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
TFB Advisors
Kansas
$1.6M +$30K +2,046 +2%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.53M -$66.4K -4,536 -4%
CIA
28
Concurrent Investment Advisors
Florida
$1.46M -$107K -7,299 -7%
TCA
29
Transcend Capital Advisors
New Jersey
$1.24M – – –
OC
30
Oppenheimer & Co
New York
$1.16M +$3.32K +227 +0.3%
Stifel Financial
31
Stifel Financial
Missouri
$1.1M -$89.4K -6,107 -7%
UBS Group
32
UBS Group
Switzerland
$1.1M +$20.1K +1,373 +2%
MFG
33
Magnus Financial Group
New York
$1.06M +$317K +21,673 +42%
BIM
34
Bullseye Investment Management
Ohio
$1.04M – – –
IA
35
Insight Advisors
Pennsylvania
$912K +$1.93K +132 +0.2%
KPWS
36
Kestra Private Wealth Services
Texas
$713K -$66.9K -4,567 -8%
Invesco
37
Invesco
Georgia
$709K -$17.5K -1,193 -2%
WEG
38
World Equity Group
Illinois
$639K -$57K -3,895 -8%
CA
39
CoreCap Advisors
Michigan
$609K -$9.65K -659 -2%
Wells Fargo
40
Wells Fargo
California
$582K +$508K +34,685 +631%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$526K +$232K +15,876 +78%
BWA
42
BlueChip Wealth Advisors
Georgia
$504K -$211K -14,389 -29%
Raymond James Financial
43
Raymond James Financial
Florida
$492K -$148K -10,117 -23%
TI
44
TrueMark Investments
Illinois
$455K +$460K +31,414 New
FFG
45
First Financial Group
North Carolina
$417K – – –
ASN
46
Advisory Services Network
Georgia
$403K +$703 +48 +0.2%
PAM
47
PVG Asset Management
Colorado
$399K – – –
SSIM
48
Sheets Smith Investment Management
Texas
$399K +$403K +27,515 New
AWM
49
Apollon Wealth Management
South Carolina
$356K +$4.98K +340 +1%
BWP
50
Balboa Wealth Partners
Arizona
$351K – – –
1
2
3 4

FTHY Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q3 2025, worth a combined $216M — down 4.2% from $226M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTHY positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.39M. The largest seller was Huntleigh Advisors, cutting an estimated $4.74M.

  • 88 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $216M of First Trust High Yield Opportunities 2027 Term Fund stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q3 2025 was Morgan Stanley, an estimated $2.39M added.
  • The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q3 2025 was Huntleigh Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2025.