FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $5.72B invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
21
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
$13M
2
COLIM
City of London Investment Management
United Kingdom
$9.16M
3
LSC
Logan Stone Capital
Illinois
$4.42M
4
SCM
Saba Capital Management
New York
$3.61M
5
SIA
Sit Investment Associates
Minnesota
$3.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$5.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
$191K
3
AAS
Ameritas Advisory Services
Nebraska
$670K
4
BlackRock
BlackRock
New York
$0
5
SWM
Spire Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$272K +$14.8K +1,091 +6%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$267K +$128K +9,539 +93%
KA
53
Kovack Advisors
Florida
$266K – – –
RJA
54
Raymond James & Associates
Florida
$259K +$16.2K +1,200 +7%
Stifel Financial
55
Stifel Financial
Missouri
$253K -$50.7K -3,764 -17%
MPW
56
MGO Private Wealth
California
$234K -$1.11K -82 -0.5%
FAG
57
Fortitude Advisory Group
Washington
$226K +$226K +16,729 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$223K +$223K +16,511 New
NC
59
NovaPoint Capital
Georgia
$215K – – –
IA
60
Insight Advisors
Pennsylvania
$214K +$214K +15,825 New
CAP
61
Columbia Advisory Partners
Washington
$210K -$63.8K -4,730 -23%
IP
62
Ignite Planners
California
$208K – – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$191K -$8.2M -608,170 -98%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$190K +$190K +14,115 New
TCM
65
True Capital Management
California
$174K +$174K +12,876 New
BFM
66
Boothbay Fund Management
New York
$158K +$158K +11,741 New
Wells Fargo
67
Wells Fargo
California
$141K -$115K -8,521 -45%
CFGS
68
Concourse Financial Group Securities
Alabama
$129K – – –
NA
69
NewEdge Advisors
Louisiana
$84.3K +$84.3K +6,250 New
GWM
70
Geneos Wealth Management
Colorado
$37.4K +$37.4K +2,778 New
USCWA
71
U.S. Capital Wealth Advisors
Texas
$33.7K +$33.7K +2,500 New
IA
72
IFP Advisors
Florida
$30K – – –
EWA
73
EverSource Wealth Advisors
Alabama
$22.1K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$14.5K -$7.81K -579 -35%
RA
75
Rise Advisors
New York
$14K +$377 +28 +3%
1 2
3
4