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FTHY

First Trust High Yield Opportunities 2027 Term Fund

89 hedge funds and large institutions have $220M invested in First Trust High Yield Opportunities 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 42.86%44.12% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $222M → $220M (-$2.14M)

6% less funds holding

Funds holding: 9589 (-6)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$1.29M
TA
27
TFB Advisors
Kansas
$1.28M -$74.2K -5,342 -5%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.06M -$228K -16,392 -17%
Stifel Financial
29
Stifel Financial
Missouri
$1M +$2.99K +215 +0.3%
OC
30
Oppenheimer & Co
New York
$1M +$18.3K +1,315 +2%
NWMP
31
Noble Wealth Management PBC
Colorado
$1M -$479K -34,514 -32%
UBS Group
32
UBS Group
Switzerland
$999K +$60.1K +4,330 +6%
MFG
33
Magnus Financial Group
New York
$939K -$194K -13,986 -17%
Cohen & Steers
34
Cohen & Steers
New York
$879K +$903K +65,000 New
CL
35
CSS LLC
Illinois
$726K +$131K +9,449 +21%
KPWS
36
Kestra Private Wealth Services
Texas
$662K -$10.7K -770 -2%
IA
37
Insight Advisors
Pennsylvania
$653K -$98.5K -7,094 -13%
AWA
38
Arete Wealth Advisors
Illinois
$604K -$391K -28,184 -39%
Invesco
39
Invesco
Georgia
$563K -$10.6K -763 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$461K -$8.38K -603 -2%
TI
41
TrueMark Investments
Illinois
$459K +$24K +1,728 +5%
WEG
42
World Equity Group
Illinois
$438K -$91.9K -6,615 -17%
CA
43
CoreCap Advisors
Michigan
$437K -$44.6K -3,210 -9%
SEP
44
Signature Equity Partners
Ohio
$420K +$11.4K +823 +3%
HA
45
Huntleigh Advisors
Missouri
$417K -$42K -3,027 -9%
FFG
46
First Financial Group
North Carolina
$367K -$8.75K -630 -2%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$360K -$29.5K -2,124 -7%
ASN
48
Advisory Services Network
Georgia
$353K -$13.1K -945 -3%
Raymond James Financial
49
Raymond James Financial
Florida
$342K -$14.6K -1,050 -4%
FAL
50
Focused Alpha LLC
Colorado
$332K +$5.24K +377 +2%