FTHY

First Trust High Yield Opportunities 2027 Term Fund

94 hedge funds and large institutions have $220M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
51
First Financial Group
North Carolina
$391K
ASN
52
Advisory Services Network
Georgia
$380K
PAM
53
PVG Asset Management
Colorado
$374K
Raymond James Financial
54
Raymond James Financial
Florida
$370K
FAL
55
Focused Alpha LLC
Colorado
$340K
BWP
56
Balboa Wealth Partners
Arizona
$332K
XT
57
XTX Topco
Cayman Islands
$328K
Jane Street
58
Jane Street
New York
$320K
SWP
59
Stratos Wealth Partners
Ohio
$306K
FAG
60
Fortitude Advisory Group
Washington
$300K
BCI
61
Brinker Capital Investments
Pennsylvania
$297K
CW
62
CreativeOne Wealth
Kansas
$276K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$253K
AWM
64
Apollon Wealth Management
South Carolina
$252K
IAIM
65
International Assets Investment Management
Florida
$229K
MFG
66
Merit Financial Group
Georgia
$220K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$210K
Nomura Holdings
68
Nomura Holdings
Japan
$196K
Lido Advisors
69
Lido Advisors
California
$180K
SP
70
Stablepoint Partners
Massachusetts
$163K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$162K
PWM
72
Perigon Wealth Management
California
$157K
DWP
73
Daymark Wealth Partners
Ohio
$153K
FBB
74
Fulton Breakefield Broenniman
Maryland
$149K
NEWAS
75
N.E.W. Advisory Services
Wisconsin
$117K