FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

72 hedge funds and large institutions have $177M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advent Capital Management
New York
$2.11M
2
SFS
Shaker Financial Services
Virginia
$2.11M
3
BIM
Bullseye Investment Management
Ohio
$2.74M
4
AWA
Arete Wealth Advisors
Illinois
$7.19M
5
Morgan Stanley
Morgan Stanley
New York
$47.9M

Top Sellers

1
WEG
World Equity Group
Illinois
$2.1M
2
PCM
Penserra Capital Management
California
$6.88M
3
WAM
Wolverine Asset Management
Illinois
$144K
4
LSC
Logan Stone Capital
Illinois
$2.77M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$234K – – –
IAIM
52
International Assets Investment Management
Florida
$228K -$406K -29,088 -64%
NC
53
NovaPoint Capital
Georgia
$220K -$2.16K -155 -1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$181K -$16.5K -1,184 -8%
WI
55
Wintrust Investments
Illinois
$165K +$165K +11,850 New
Millennium Management
56
Millennium Management
New York
$160K +$160K +11,437 New
AAS
57
Ameritas Advisory Services
Nebraska
$157K -$536K -38,402 -77%
CAP
58
Columbia Advisory Partners
Washington
$154K -$63.7K -4,560 -29%
Wells Fargo
59
Wells Fargo
California
$146K – – –
WAM
60
Wolverine Asset Management
Illinois
$144K -$1.42M -101,750 -91%
CFGS
61
Concourse Financial Group Securities
Alabama
$133K – – –
ASN
62
Advisory Services Network
Georgia
$86.5K -$195K -13,996 -69%
WP
63
WealthPLAN Partners
Nebraska
$59.4K +$59.4K +4,252 New
GWM
64
Geneos Wealth Management
Colorado
$38.8K – – –
EC
65
Elequin Capital
New York
$30.9K -$440K -31,527 -93%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$14.3K +1,024 +95%
EWA
67
EverSource Wealth Advisors
Alabama
$23.1K +$209 +15 +0.9%
SS
68
Sunbelt Securities
Texas
$20.9K +$20.9K +1,500 New
IA
69
IFP Advisors
Florida
$15K -$15K -750 -50%
RA
70
Rise Advisors
New York
$14.9K +$391 +28 +3%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$8.85K +$357 +25,560 +4%
FWM
72
Focused Wealth Management
New York
$4.19K – – –
HNB
73
Huntington National Bank
Ohio
$3.59K – – –
AWM
74
Axxcess Wealth Management
California
– -$1.13M -83,751 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
– -$582K -43,149 Closed
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