FTHY

First Trust High Yield Opportunities 2027 Term Fund

74 hedge funds and large institutions have $188M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
27
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$228K -$10.5K -767 -4%
IAIM
52
International Assets Investment Management
Florida
$219K -$4.58K -334 -2%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$217K +$39.4K +2,872 +22%
NC
54
NovaPoint Capital
Georgia
$217K
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$185K +$185K +13,500 New
WI
56
Wintrust Investments
Illinois
$168K +$5.09K +370 +3%
CAM
57
Cresset Asset Management
Illinois
$162K +$162K +11,828 New
ASN
58
Advisory Services Network
Georgia
$155K +$69.8K +5,089 +82%
KA
59
Kovack Advisors
Florida
$154K -$123K -9,000 -45%
CAP
60
Columbia Advisory Partners
Washington
$151K
CFGS
61
Concourse Financial Group Securities
Alabama
$130K
Wells Fargo
62
Wells Fargo
California
$129K -$14.4K -1,052 -10%
WAM
63
Wolverine Asset Management
Illinois
$74.8K -$66.4K -4,836 -47%
SS
64
Sunbelt Securities
Texas
$48.2K +$27.6K +2,014 +134%
WP
65
WealthPLAN Partners
Nebraska
$45.1K -$13.2K -964 -23%
GWM
66
Geneos Wealth Management
Colorado
$38.1K
EC
67
Elequin Capital
New York
$36.3K +$5.97K +435 +20%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28.4K -$329 -24 -1%
EWA
69
EverSource Wealth Advisors
Alabama
$23.4K +$645 +47 +3%
RA
70
Rise Advisors
New York
$15K +$425 +31 +3%
IA
71
IFP Advisors
Florida
$10.3K
US Bancorp
72
US Bancorp
Minnesota
$6.86K +$6.86K +500 New
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$5.21K +$5.21K +380 New
FWM
74
Focused Wealth Management
New York
$4.12K
AC
75
Almitas Capital
California
-$618K -44,293 Closed