FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

61 hedge funds and large institutions have $154M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
30
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.38M
2
PCM
Penserra Capital Management
California
$8.48M
3
COLIM
City of London Investment Management
United Kingdom
$5.11M
4
PAIM
Punch & Associates Investment Management
Minnesota
$8.41M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.82M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$887K
2
SCM
Saba Capital Management
New York
$0
3
AAS
Ameritas Advisory Services
Nebraska
$2.83M
4
UBS Group
UBS Group
Switzerland
$346K
5
PAG
Private Advisory Group
Washington
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
51
Narwhal Capital Management
Georgia
$181K -$56.4K -4,192 -24%
CAN
52
Cetera Advisor Networks
California
$181K +$181K +13,460 New
CB
53
Commerce Bank
Missouri
$148K +$148K +11,009 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$139K +$27.7K +2,055 +25%
CFGS
55
Concourse Financial Group Securities
Alabama
$128K -$6.74K -500 -5%
IA
56
IFP Advisors
Florida
$30K – – –
EWA
57
EverSource Wealth Advisors
Alabama
$22K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$22K +$7.71K +579 +54%
RA
59
Rise Advisors
New York
$14K +$14K +1,009 New
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
FWM
61
Focused Wealth Management
New York
$4K – – –
SCM
62
Saba Capital Management
New York
– -$923K -63,538 Closed
QC
63
Quantedge Capital
Singapore
– -$264K -18,200 Closed
EWM
64
EPG Wealth Management
Georgia
– -$225K -15,477 Closed
AC
65
Almitas Capital
California
– -$220K -15,169 Closed
WT
66
Whittier Trust
California
– -$218K -15,000 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$198K -13,612 Closed
SCA
68
Snowden Capital Advisors
New York
– -$188K -13,000 Closed
ASN
69
Advisory Services Network
Georgia
– -$156K -10,732 Closed
USCWA
70
U.S. Capital Wealth Advisors
Texas
– -$153K -10,500 Closed
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
– -$15K -1,050 Closed
AW
72
ACG Wealth
Georgia
– -$7K -515 Closed
US Bancorp
73
US Bancorp
Minnesota
– -$7K -505 Closed
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