FTHY

First Trust High Yield Opportunities 2027 Term Fund

68 hedge funds and large institutions have $158M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
20
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$197K +$18.2K +1,250 +10%
SCA
52
Snowden Capital Advisors
New York
$188K
NC
53
NovaPoint Capital
Georgia
$179K +$14.5K +1,000 +9%
ASN
54
Advisory Services Network
Georgia
$156K +$156K +10,732 New
USCWA
55
U.S. Capital Wealth Advisors
Texas
$153K
CFGS
56
Concourse Financial Group Securities
Alabama
$145K -$129K -8,900 -47%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$120K
Wells Fargo
58
Wells Fargo
California
$111K +$42.3K +2,922 +62%
IA
59
IFP Advisors
Florida
$30K
EWA
60
EverSource Wealth Advisors
Alabama
$24K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$16K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$15K +1,050 New
HWMA
63
Heritage Wealth Management (Arizona)
Arizona
$14.5K
US Bancorp
64
US Bancorp
Minnesota
$7K
AW
65
ACG Wealth
Georgia
$7K +$7K +515 New
FWM
66
Focused Wealth Management
New York
$4K
BRWM
67
B. Riley Wealth Management
Tennessee
$246 -$89 -6,098 -27%
IAIM
68
International Assets Investment Management
Florida
$224 -$272 -18,706 -55%
SMF
69
Sterling Manor Financial
New York
-$2.84M -163,223 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$297K -17,059 Closed
MHS
71
M Holdings Securities
Oregon
-$191K -10,964 Closed
AWA
72
Arkadios Wealth Advisors
Georgia
-$175K -10,037 Closed
FAG
73
Fortitude Advisory Group
Washington
-$172K -9,900 Closed
PFS
74
Prospera Financial Services
Texas
-$13K -750 Closed