FTHY

First Trust High Yield Opportunities 2027 Term Fund

83 hedge funds and large institutions have $213M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
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
FGAM
51
Financial Gravity Asset Management
Texas
$266K
CW
52
CreativeOne Wealth
Kansas
$265K
IAIM
53
International Assets Investment Management
Florida
$249K
Citadel Advisors
54
Citadel Advisors
Florida
$240K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$231K
RAM
56
Readystate Asset Management
Illinois
$220K
PWM
57
Perigon Wealth Management
California
$217K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$216K
Comerica Bank
59
Comerica Bank
Texas
$200K
NC
60
NovaPoint Capital
Georgia
$200K
Lido Advisors
61
Lido Advisors
California
$180K
SP
62
Stablepoint Partners
Massachusetts
$170K
DWP
63
Daymark Wealth Partners
Ohio
$158K
FBB
64
Fulton Breakefield Broenniman
Maryland
$153K
FFWM
65
Future Financial Wealth Management
Ohio
$136K
AAS
66
Ameritas Advisory Services
Nebraska
$108K
SS
67
Sunbelt Securities
Texas
$51.5K
CTA
68
Colonial Trust Advisors
South Carolina
$43.5K
SPIA
69
Steward Partners Investment Advisory
New York
$39.8K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$29K
CI
71
CX Institutional
Indiana
$28K
PTC
72
Private Trust Company
Ohio
$21.7K
RA
73
Rise Advisors
New York
$20.2K
FP
74
Financial Perspectives
Minnesota
$19.7K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$15.5K